Steward Partners Investment Advisory’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Steward Partners Investment Advisory’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	$10.3K	Hold	400	–	–	﹤0.01%	3719
2026 Q1	$10.2K	Sell	400 -9,718	-96%	-$252K	﹤0.01%	3553
2025 Q4	$262K	Hold	10,118	–	–	﹤0.01%	1784
2025 Q3	$258K	Hold	10,118	–	–	﹤0.01%	1731
2025 Q2	$254K	Hold	10,118	–	–	﹤0.01%	1638
2025 Q1	$256K	Buy	10,118 +2,123	+27%	+$54.6K	﹤0.01%	1527
2024 Q4	$206K	Hold	7,995	–	–	﹤0.01%	1591
2024 Q3	$211K	Buy	+7,995	New	+$210K	﹤0.01%	1504

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Steward Partners Investment Advisory's BSSX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q2 2026 at 400 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Steward Partners Investment Advisory first reported a position in BSSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $262K in Q4 2025. 55 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Steward Partners Investment Advisory held 400 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $10.3K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3719 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $262K in Q4 2025.
55 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.