VAM
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Virtue Asset Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Virtue Asset 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
Q2 		$382K Buy
14,784
+1,039
+8% +$26.7K 0.27% 76
2026
Q1 		$349K Hold
13,745
– – 0.28% 75
2025
Q4 		$355K Buy
13,745
+2,162
+19% +$55.8K 0.28% 70
2025
Q3 		$296K Buy
+11,583
New +$291K 0.24% 78

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

Virtue Asset Management's BSSX Position: Q2 2026 in Review

Virtue Asset Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 7.6% in Q2 2026, buying an estimated $26.7K and bringing the position to 14,784 shares worth $382K. The position accounts for 0.27% of the portfolio, ranked #76.

Virtue Asset Management first reported a position in BSSX in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Virtue Asset Management held 14,784 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $382K as of Q2 2026.
  • Virtue Asset Management bought 1,039 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $26.7K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.27% of Virtue Asset Management's portfolio in Q2 2026, its #76 holding.
  • Virtue Asset Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.