BSSX Invesco BulletShares 2033 Municipal Bond ETF
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Institutional owners (13F) 71 filers · $73.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 14 (+6 vs prior Q) | 8 (+1 vs prior Q) | 31 (+3 vs prior Q) | 12 (-2 vs prior Q) | +224K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $7,516,190 | 291,269 | 10.22% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5,687,396 | 220,399 | 7.73% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,201,183 | 162,805 | 5.71% | Shares |
| PRECEDENT WEALTH PARTNERS, LLC | $4,025,838 | 156,010 | 5.47% | Shares |
| Sterling Financial Group, Inc. | $3,937,276 | 154,131 | 5.35% | Shares |
| Kestra Advisory Services, LLC | $3,922,444 | 152,003 | 5.33% | Shares |
| HighTower Advisors, LLC | $3,462,502 | 134,180 | 4.71% | Shares |
| Hills Bank & Trust Co | $3,457,818 | 133,998 | 4.70% | Shares |
| Envision Financial Planning, LLC | $2,797,038 | 108,391 | 3.80% | Shares |
| Sequoia Financial Advisors, LLC | $2,626,666 | 101,789 | 3.57% | Shares |
| Legacy Private Trust Co. | $2,478,596 | 96,051 | 3.37% | Shares |
| Invesco Ltd. | $2,347,454 | 90,969 | 3.19% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,249,336 | 87,167 | 3.06% | Shares |
| Clark Asset Management, LLC | $1,322,201 | 51,238 | 1.80% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,312,881 | 50,877 | 1.78% | Shares |
| OSAIC HOLDINGS, INC. | $1,228,010 | 47,579 | 1.67% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,213,122 | 47,011 | 1.65% | Shares |
| Key Financial Inc | $1,182,101 | 45,809 | 1.61% | Shares |
| STIFEL FINANCIAL CORP | $1,154,028 | 44,721 | 1.57% | Shares |
| AMERIPRISE FINANCIAL INC | $1,003,042 | 38,870 | 1.36% | Shares |
| JANE STREET GROUP, LLC | $999,660 | 38,739 | 1.36% | Shares |
| Jacobi Capital Management LLC | $985,065 | 38,173 | 1.34% | Shares |
| UBS Group AG | $934,141 | 36,200 | 1.27% | Shares |
| VestGen Advisors, LLC | $700,735 | 27,155 | 0.95% | Shares |
| SAX WEALTH ADVISORS, LLC | $641,817 | 25,250 | 0.87% | Shares |
| IMA Advisory Services, Inc. | $636,661 | 24,672 | 0.87% | Shares |
| Wedmont Private Capital | $590,678 | 22,950 | 0.80% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $584,617 | 22,693 | 0.79% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $563,610 | 21,841 | 0.77% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533,957 | 20,701 | 0.73% | Shares |
| ROYAL BANK OF CANADA | $508,000 | 19,697 | 0.69% | Shares |
| D.A. DAVIDSON & CO. | $446,685 | 17,310 | 0.61% | Shares |
| Cetera Investment Advisers | $430,536 | 16,684 | 0.59% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430,276 | 16,690 | 0.58% | Shares |
| Atlantic Union Bankshares Corp | $410,403 | 15,904 | 0.56% | Shares |
| MONECO ADVISORS, LLC | $406,126 | 15,738 | 0.55% | Shares |
| Tassel Capital Management, Inc. | $396,675 | 15,372 | 0.54% | Shares |
| VIRTUE ASSET MANAGEMENT LLC | $381,501 | 14,784 | 0.52% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $377,813 | 14,641 | 0.51% | Shares |
| MML INVESTORS SERVICES, LLC | $340,930 | 13,212 | 0.46% | Shares |
| NewEdge Advisors, LLC | $335,465 | 13,000 | 0.46% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320,717 | 12,428 | 0.44% | Shares |
| Equitable Holdings, Inc. | $318,536 | 12,344 | 0.43% | Shares |
| Asset Dedication, LLC | $316,989 | 12,284 | 0.43% | Shares |
| Bill Few Associates, Inc. | $307,570 | 11,919 | 0.42% | Shares |
| Addison Advisors LLC | $298,435 | 11,565 | 0.41% | Shares |
| Crews Bank & Trust | $278,049 | 10,775 | 0.38% | Shares |
| Opulen Financial Group LLC | $251,248 | 9,736 | 0.34% | Shares |
| Intentional Wealth Strategies, LLC | $238,387 | 9,238 | 0.32% | Shares |
| Integrated Wealth Concepts LLC | $237,534 | 9,205 | 0.32% | Shares |
| COOKSON PEIRCE & CO INC | $217,717 | 8,437 | 0.30% | Shares |
| DWM Financial Group, Inc. | $213,769 | 8,268 | 0.29% | Shares |
| IFG Advisory, LLC | $212,195 | 8,223 | 0.29% | Shares |
| IFP Advisors, Inc | $206,440 | 8,000 | 0.28% | Shares |
| Lido Advisors, LLC | $201,279 | 7,800 | 0.27% | Shares |
| ARMSTRONG ADVISORY GROUP, INC | $198,699 | 7,700 | 0.27% | Shares |
| WELLS FARGO & COMPANY/MN | $159,707 | 6,189 | 0.22% | Shares |
| ORG Partners LLC | $142,202 | 5,500 | 0.19% | Shares |
| Larson Financial Group LLC | $127,012 | 4,922 | 0.17% | Shares |
| ATLAS CAPITAL ADVISORS INC. | $103,220 | 4,000 | 0.14% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $99,091 | 3,840 | 0.13% | Shares |
| COMERICA BANK | $72,911 | 2,820 | 0.10% | Shares |
| FIFTH THIRD BANCORP | $72,770 | 2,820 | 0.10% | Shares |
| First Command Advisory Services, Inc. | $53,804 | 2,085 | 0.07% | Shares |
| HUNTINGTON NATIONAL BANK | $51,610 | 2,000 | 0.07% | Shares |
| Plante Moran Financial Advisors, LLC | $50,346 | 1,951 | 0.07% | Shares |
| NorthAvenue LLC | $38,244 | 1,482 | 0.05% | Shares |
| Steward Partners Investment Advisory, LLC | $10,322 | 400 | 0.01% | Shares |
| Geneos Wealth Management Inc. | $6,194 | 240 | 0.01% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5,884 | 228 | 0.01% | Shares |
| MORGAN STANLEY | $32 | 1 | 0.00% | Shares |