Sterling Financial Group’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Sterling Financial Group’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
2025 Q3	$3.94M	Buy	154,131 +46,878	+44%	+$1.18M	1.25%	16
2025 Q2	$2.69M	Sell	107,253 -1,461	-1%	-$36.4K	0.9%	18
2025 Q1	$2.75M	Sell	108,714 -1,723	-2%	-$44.3K	0.99%	18
2024 Q4	$2.84M	Buy	110,437 +337	+0.3%	+$8.78K	1.06%	17
2024 Q3	$2.9M	Sell	110,100 -53	-0%	-$1.39K	1.24%	13
2024 Q2	$2.86M	Sell	110,153 -1,522	-1%	-$39.4K	1.3%	13
2024 Q1	$2.93M	Buy	+111,675	New	+$2.95M	1.39%	13

Other funds holding BSSX

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sterling Financial Group's BSSX Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 44% in Q3 2025, buying an estimated $1.18M and bringing the position to 154,131 shares worth $3.94M. The position accounts for 1.25% of the portfolio, ranked #16.

Sterling Financial Group first reported a position in BSSX in Q1 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold BSSX as of Q3 2025.

Sterling Financial Group held 154,131 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.94M as of Q3 2025.
Sterling Financial Group bought 46,878 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2025, an estimated $1.18M.
Invesco BulletShares 2033 Municipal Bond ETF made up 1.25% of Sterling Financial Group's portfolio in Q3 2025, its #16 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.