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

Raymond James Financial’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	$4.29M	Sell	168,655 -2,656	-2%	-$68.8K	﹤0.01%	2718
2025 Q4	$4.43M	Buy	171,311 +16,718	+11%	+$431K	﹤0.01%	2614
2025 Q3	$3.95M	Buy	154,593 +12,375	+9%	+$310K	﹤0.01%	2631
2025 Q2	$3.57M	Buy	142,218 +14,107	+11%	+$351K	﹤0.01%	2613
2025 Q1	$3.24M	Buy	128,111 +1,950	+2%	+$50.1K	﹤0.01%	2640
2024 Q4	$3.25M	Buy	+126,161	New	+$3.29M	﹤0.01%	2613

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 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 $31B AUM 28.39% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $2.35B AUM 17.18% 1-Year Est. Return

EFP

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

Raymond James Financial's BSSX Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 1.6% in Q1 2026, selling an estimated $68.8K and leaving 168,655 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Raymond James Financial first reported a position in BSSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.43M in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Raymond James Financial held 168,655 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $4.29M as of Q1 2026.
Raymond James Financial sold 2,656 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $68.8K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2718 holding.
Raymond James Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $4.43M in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.