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Root Financial Partners’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Root Financial 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 		$3.28K Buy
+129
New +$3.34K ﹤0.01% 2118

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
Bank of America
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
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

Root Financial Partners's BSSX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q1 2026: 129 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings.

63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Root Financial Partners held 129 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.28K as of Q1 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF was a new Root Financial Partners position in Q1 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2118 holding.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.