Stifel Financial
BSSX icon

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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Stifel Financial's BSSX Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 13% in Q1 2026, buying an estimated $159K and bringing the position to 54,047 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Stifel Financial first reported a position in BSSX in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Stifel Financial held 54,047 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.37M as of Q1 2026.
  • Stifel Financial bought 6,146 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $159K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2225 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.