Root Financial Partners
BSSX icon

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
Q3 		$3.11K Buy
+129
New +$3.25K ﹤0.01% 2424
2026
Q2 		– Sell
-129
Closed -$3.28K – 812
2026
Q1 		$3.28K Buy
+129
New +$3.34K ﹤0.01% 2118

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Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Key Financial Inc
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Lido Advisors
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Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VestGen Advisors
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Commonwealth Equity Services
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Root Financial Partners's BSSX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q3 2026: 129 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #2424 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSSX as recently as Q1 2026.

Root Financial Partners first reported a position in BSSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.28K in Q1 2026. 31 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

  • Root Financial Partners held 129 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.11K as of Q3 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2424 holding.
  • Root Financial Partners first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $3.28K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.