Tassel Capital Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Tassel Capital Management’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	$387K	Buy	15,244 +122	+0.8%	+$3.16K	0.21%	24
2025 Q4	$391K	Buy	15,122 +3,853	+34%	+$99.4K	0.24%	21
2025 Q3	$288K	Buy	+11,269	New	+$283K	0.18%	31
2025 Q1	–	Sell	-10,493	Closed	-$270K	–	40
2024 Q4	$270K	Buy	+10,493	New	+$273K	0.24%	34

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

Tassel Capital Management's BSSX Position: Q1 2026 in Review

Tassel Capital Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 0.81% in Q1 2026, buying an estimated $3.16K and bringing the position to 15,244 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #24.

Tassel Capital Management first reported a position in BSSX in Q4 2024 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Tassel Capital Management held 15,244 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $387K as of Q1 2026.
Tassel Capital Management bought 122 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $3.16K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.21% of Tassel Capital Management's portfolio in Q1 2026, its #24 holding.
Tassel Capital Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 4 quarters since.
Tassel Capital Management's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $391K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Tassel Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.