Who owns BSSX?
Invesco Bulletshares 2033 Municipal Bond ETF · Invesco
67 institutions reported holding BSSX, worth $82.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSSX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $7.5M | 291,269 | +27,818 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $6.0M | 233,605 | +48,192 shares |
| Confluence Investment Management LLC | St. Louis, MO | $5.7M | 220,399 | −17,464 shares |
| Bank of America Corp. | Charlotte, NC | $5.1M | 197,195 | +30,089 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.3M | 168,398 | −257 shares |
| Precedent Wealth Partners, LLC | Houston, TX | $4.0M | 156,010 | +11,268 shares |
| Kestra Advisory Services, LLC | Austin, TX | $3.9M | 152,003 | −3,914 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.5M | 134,180 | +18,197 shares |
| Hills Bank & Trust Co | North Liberty, IA | $3.5M | 133,998 | +28,737 shares |
| Legacy Private Trust Co. | Neenah, WI | $2.9M | 112,436 | +48,587 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BSSX?
67 institutional managers reported holding BSSX in Form 13F filings for June 30, 2026, worth $82.0M in total. The largest reported position was held by LPL Financial LLC, at $7.5M.
Did institutions buy or sell BSSX last quarter?
Reported 13F value rose 10.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSSX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.