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 Q3	$770K	Sell	31,981 -12,740	-28%	-$321K	﹤0.01%	2724
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 $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Stifel Financial's BSSX Position: Q3 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 28% in Q3 2026, selling an estimated $321K and leaving 31,981 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Stifel Financial first reported a position in BSSX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2026. 55 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

Stifel Financial held 31,981 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $770K as of Q3 2026.
Stifel Financial sold 12,740 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $321K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2724 holding.
Stifel Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Stifel Financial's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.37M in Q1 2026.
55 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.