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 Q2	$430K	Buy	16,690 +1,412	+9%	+$36.3K	﹤0.01%	1197
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

United Capital Financial Advisors's BSSX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 9.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 16,690 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

United Capital Financial Advisors first reported a position in BSSX in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

United Capital Financial Advisors held 16,690 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $430K as of Q2 2026.
United Capital Financial Advisors bought 1,412 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $36.3K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1197 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.