RJA
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Raymond James & Associates’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Raymond James & Associates’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
2024
Q3 		$1.56M Buy
59,361
+31,216
+111% +$818K ﹤0.01% 2391
2024
Q2 		$730K Buy
28,145
+4,710
+20% +$122K ﹤0.01% 2839
2024
Q1 		$615K Buy
+23,435
New +$619K ﹤0.01% 2932

Other funds holding BSSX

EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates's BSSX Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 111% in Q3 2024, buying an estimated $818K and bringing the position to 59,361 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Raymond James & Associates first reported a position in BSSX in Q1 2024 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold BSSX as of Q3 2024.

  • Raymond James & Associates held 59,361 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.56M as of Q3 2024.
  • Raymond James & Associates bought 31,216 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2024, an estimated $818K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2391 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.