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

Stifel Financial’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	$1.15M	Sell	44,721 -9,326	-17%	-$239K	﹤0.01%	2460
2026 Q1	$1.37M	Buy	54,047 +6,146	+13%	+$159K	﹤0.01%	2225
2025 Q4	$1.24M	Buy	47,901 +5,795	+14%	+$150K	﹤0.01%	2296
2025 Q3	$1.08M	Buy	42,106 +7,949	+23%	+$199K	﹤0.01%	2352
2025 Q2	$856K	Buy	34,157 +15,297	+81%	+$381K	﹤0.01%	2435
2025 Q1	$478K	Buy	+18,860	New	+$485K	﹤0.01%	2709

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 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

Stifel Financial's BSSX Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 17% in Q2 2026, selling an estimated $239K and leaving 44,721 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Stifel Financial first reported a position in BSSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2026. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Stifel Financial held 44,721 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.15M as of Q2 2026.
Stifel Financial sold 9,326 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $239K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2460 holding.
Stifel Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.37M in Q1 2026.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.