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Public ownership evidence

Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Ownership Disclosures

Read BSSX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-197,757$200,170None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1816,690$430,276None
Equitable Holdings, Inc.2026-06-302026-08-1812,344$318,536None
Envision Financial Planning, LLC2026-06-302026-08-15108,391$2,797,038None
IFG Advisory, LLC2026-06-302026-08-158,223$212,195None
OSAIC HOLDINGS, INC.2026-06-302026-08-1547,579$1,228,010None
JANE STREET GROUP, LLC2026-06-302026-08-1538,739$999,660None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1522,693$584,617None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1538,870$1,003,042None
ROYAL BANK OF CANADA2026-06-302026-08-1519,697$508,000None
DWM Financial Group, Inc.2026-06-302026-08-158,268$213,769None
Larson Financial Group LLC2026-06-302026-08-154,922$127,012None
Invesco Ltd.2026-06-302026-08-1590,969$2,347,454None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1581,231$2,096,169None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1587,167$2,249,336None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,795$97,930None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,189$159,707None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1534,390$887,434None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15162,805$4,201,183None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14400$10,322None
UBS Group AG2026-06-302026-08-1436,200$934,141None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-144,000$103,220None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14228$5,884None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1414,641$377,813None
MORGAN STANLEY2026-06-302026-08-1490,684$2,340,101None
MORGAN STANLEY2026-06-302026-08-141$32None
HUNTINGTON NATIONAL BANK2026-06-302026-08-142,000$51,610None
Integrated Wealth Concepts LLC2026-06-302026-08-139,205$237,534None
Cetera Investment Advisers2026-06-302026-08-1316,684$430,536None
NewEdge Advisors, LLC2026-06-302026-08-1313,000$335,465None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1350,877$1,312,881None
STIFEL FINANCIAL CORP2026-06-302026-08-1344,721$1,154,028None
VestGen Advisors, LLC2026-06-302026-08-1227,155$700,735None
MONECO ADVISORS, LLC2026-06-302026-08-1215,738$406,126None
Atlantic Union Bankshares Corp2026-06-302026-08-12217,701$5,617,775None
Atlantic Union Bankshares Corp2026-06-302026-08-1215,904$410,403None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,840$99,091None
Addison Advisors LLC2026-06-302026-08-1111,565$298,435None
First Command Advisory Services, Inc.2026-06-302026-08-112,085$53,804None
IMA Advisory Services, Inc.2026-06-302026-08-1124,672$636,661None
Hills Bank & Trust Co2026-06-302026-08-11133,998$3,457,818None
Tassel Capital Management, Inc.2026-06-302026-08-0815,372$396,675None
LPL Financial LLC2026-06-302026-08-08291,269$7,516,190None
Lido Advisors, LLC2026-06-302026-08-0842,800$1,104,454None
Lido Advisors, LLC2026-06-302026-08-087,800$201,279None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0813,212$340,930None
Geneos Wealth Management Inc.2026-06-302026-08-07240$6,194None
Plante Moran Financial Advisors, LLC2026-06-302026-08-071,951$50,346None
FIFTH THIRD BANCORP2026-06-302026-08-062,820$72,770None
HighTower Advisors, LLC2026-06-302026-08-06134,180$3,462,502None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Envision Financial Planning, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.