Precedent Wealth Partners’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Precedent Wealth Partners’s Portfolio BSSX Stock Details BSSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.68M	Buy	144,742 +9,700	+7%	+$251K	0.74%	36
2025 Q4	$3.49M	Buy	135,042 +79,416	+143%	+$2.05M	0.73%	38
2025 Q3	$1.42M	Buy	55,626 +24,094	+76%	+$604K	0.31%	90
2025 Q2	$791K	Buy	31,532 +17,487	+125%	+$436K	0.19%	114
2025 Q1	$356K	Buy	+14,045	New	+$361K	0.1%	133

Other funds holding BSSX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Precedent Wealth Partners's BSSX Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 7.2% in Q1 2026, buying an estimated $251K and bringing the position to 144,742 shares worth $3.68M. The position accounts for 0.74% of the portfolio, ranked #36.

Precedent Wealth Partners first reported a position in BSSX in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Precedent Wealth Partners held 144,742 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.68M as of Q1 2026.
Precedent Wealth Partners bought 9,700 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $251K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.74% of Precedent Wealth Partners's portfolio in Q1 2026, its #36 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.