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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
Q2 		– Sell
-9,078
Closed -$231K – 1481
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

Summit Trail Advisors's BSSX Position: Q2 2026 in Review

Summit Trail Advisors sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026, closing a stake of 9,078 shares — an estimated $231K sold.

Summit Trail Advisors first reported a position in BSSX in Q4 2025 and held it in 2 quarters. The position peaked at $490K in Q4 2025. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Summit Trail Advisors reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 9,078 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $231K.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $490K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.