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United Capital Financial Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

United Capital Financial 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 		$388K Buy
15,278
+2,703
+21% +$70K ﹤0.01% 1200
2025
Q4 		$325K Buy
12,575
+3,313
+36% +$85.5K ﹤0.01% 1131
2025
Q3 		$237K Buy
+9,262
New +$232K ﹤0.01% 1093

Other funds holding BSSX

LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
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

United Capital Financial Advisors's BSSX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 21% in Q1 2026, buying an estimated $70K and bringing the position to 15,278 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

United Capital Financial Advisors first reported a position in BSSX in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • United Capital Financial Advisors held 15,278 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $388K as of Q1 2026.
  • United Capital Financial Advisors bought 2,703 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $70K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1200 holding.
  • United Capital Financial Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.