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

StoneX 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
2026 Q1	–	Sell	-12,789	Closed	-$331K	–	955
2025 Q4	$331K	Sell	12,789 -6,212	-33%	-$160K	0.01%	660
2025 Q3	$485K	Sell	19,001 -881	-4%	-$22.1K	0.02%	547
2025 Q2	$498K	Sell	19,882 -5,119	-20%	-$127K	0.02%	512
2025 Q1	$633K	Buy	25,001 +996	+4%	+$25.6K	0.03%	411
2024 Q4	$618K	Buy	+24,005	New	+$625K	0.03%	415

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KAS

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

PWP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $2.35B AUM 17.18% 1-Year Est. Return

StoneX Group's BSSX Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q1 2026, closing a stake of 12,789 shares — an estimated $331K sold.

StoneX Group first reported a position in BSSX in Q4 2024 and held it in 5 quarters. The position peaked at $633K in Q1 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 12,789 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $331K.
StoneX Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $633K in Q1 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.