UBS Group
BSSX icon

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

UBS 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
Q2 		$934K Buy
36,200
+2,362
+7% +$60.6K ﹤0.01% 5792
2026
Q1 		$860K Buy
33,838
+4,935
+17% +$128K ﹤0.01% 5664
2025
Q4 		$747K Buy
28,903
+3,578
+14% +$92.3K ﹤0.01% 5814
2025
Q3 		$647K Buy
25,325
+17,725
+233% +$445K ﹤0.01% 5905
2025
Q2 		$191K Buy
+7,600
New +$189K ﹤0.01% 6757

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

UBS Group's BSSX Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 7% in Q2 2026, buying an estimated $60.6K and bringing the position to 36,200 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #5792.

UBS Group first reported a position in BSSX in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • UBS Group held 36,200 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $934K as of Q2 2026.
  • UBS Group bought 2,362 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $60.6K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5792 holding.
  • UBS Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.