SFA
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Sequoia Financial Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Sequoia Financial 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 		$2.63M Sell
101,789
-8,539
-8% -$219K 0.01% 520
2026
Q1 		$2.8M Sell
110,328
-9,488
-8% -$246K 0.02% 482
2025
Q4 		$3.1M Buy
+119,816
New +$3.09M 0.02% 443

Other funds holding BSSX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

Sequoia Financial Advisors's BSSX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 7.7% in Q2 2026, selling an estimated $219K and leaving 101,789 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #520.

Sequoia Financial Advisors first reported a position in BSSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.1M in Q4 2025. 8 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Sequoia Financial Advisors held 101,789 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $2.63M as of Q2 2026.
  • Sequoia Financial Advisors sold 8,539 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $219K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #520 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $3.1M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.