Summit Trail Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Summit Trail Advisors’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	$231K	Sell	9,078 -9,856	-52%	-$255K	﹤0.01%	1346
2025 Q4	$490K	Buy	+18,934	New	+$488K	0.01%	1079

Other funds holding BSSX

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Summit Trail Advisors's BSSX Position: Q1 2026 in Review

Summit Trail Advisors reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 52% in Q1 2026, selling an estimated $255K and leaving 9,078 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Summit Trail Advisors first reported a position in BSSX in Q4 2025 and has held it in 2 quarters since. The position peaked at $490K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Summit Trail Advisors held 9,078 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $231K as of Q1 2026.
Summit Trail Advisors sold 9,856 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $255K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1346 holding.
Summit Trail Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
Summit Trail Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $490K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.