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Principal Securities’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-1,082
Closed -$27.9K – 3711
2025
Q1 		$27.9K Hold
1,082
– – ﹤0.01% 2023
2024
Q4 		$27.9K Buy
+1,082
New +$28.2K ﹤0.01% 2019

Other funds holding BSSX

LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Securities's BSSX Position: Q2 2025 in Review

Principal Securities sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2025, closing a stake of 1,082 shares — an estimated $27.9K sold.

Principal Securities first reported a position in BSSX in Q4 2024 and held it in 2 quarters. The position peaked at $27.9K in Q1 2025. 46 funds tracked by Wall St. Rank hold BSSX as of Q2 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 1,082 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2025, an estimated $27.9K.
  • Principal Securities first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $27.9K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.