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Raymond James Financial Services Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Raymond James Financial Services Advisors’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 		$1.03M Buy
39,236
+3,749
+11% +$98.2K ﹤0.01% 2146
2024
Q2 		$920K Buy
35,487
+2,128
+6% +$55K ﹤0.01% 2139
2024
Q1 		$875K Buy
+33,359
New +$882K ﹤0.01% 2147

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's BSSX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 11% in Q3 2024, buying an estimated $98.2K and bringing the position to 39,236 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 39,236 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.03M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3,749 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2024, an estimated $98.2K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2146 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.