SWA
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Sax Wealth Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Sax Wealth 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
2026
Q2 		$642K Buy
+25,250
New +$648K 0.03% 290

Other funds holding BSSX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Sax Wealth Advisors's BSSX Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026: 25,250 shares worth $642K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings.

8 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Sax Wealth Advisors held 25,250 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $642K as of Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.