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Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

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BULLE MUN ETF (fund)

66 managers (67 13F filers) reported a position in BSSX shares at 2026-06-30, 3,179,525 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
66
13F filers
67
New
11
Added
35
Reduced
10
Sold out
8
Shares held by filers
3,179,525

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC291,269$7.52M<0.01%+27,81813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp233,605$6.03M0.1%+48,19213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC220,399$5.69M0.09%-17,46413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/197,195$5.09M<0.01%+30,08913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,398$4.35M<0.01%-25713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding164,431$4.24M+8,514Timeline
PRECEDENT WEALTH PARTNERS, LLC156,010$4.03M0.67%+11,26813F-HRTimeline
HighTower Advisors, LLC134,180$3.46M<0.01%+18,19713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co133,998$3.46M0.15%+28,73713F-HRTimelineGroup
Legacy Private Trust Co.112,436$2.9M0.16%+48,58713F-HRTimeline
Envision Financial Planning, LLC108,391$2.8M0.91%+6,47813F-HRTimeline
Sequoia Financial Advisors, LLC101,789$2.63M0.01%-8,53913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.90,969$2.35M<0.01%+1,90613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY90,685$2.34M<0.01%+14,48813F-HRTimelineGroup
Clark Asset Management, LLC51,238$1.32M0.1%+14,37313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,877$1.31M<0.01%+13,00213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC50,600$1.31M<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,579$1.23M<0.01%+21,62813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,011$1.21M<0.01%+4,44813F-HRTimelineGroup
Key Financial Inc45,809$1.18M0.19%+4,42413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,721$1.15M<0.01%-9,32613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,870$1M<0.01%+14,41013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,739$1000K<0.01%+15,12213F-HRTimelineGroup
Jacobi Capital Management LLC38,173$985K0.05%+21,70013F-HRTimeline
UBS Group AGin group UBS Group AG36,200$934K<0.01%+2,36213F-HRTimelineGroup
VestGen Advisors, LLC27,155$701K0.02%+16,58913F-HRTimeline
SAX WEALTH ADVISORS, LLC25,250$642K0.03%new13F-HRTimeline
IMA Advisory Services, Inc.24,672$637K0.04%new13F-HRTimeline
Wedmont Private Capital22,950$591K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,693$585K<0.01%+2,75713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,841$564K<0.01%+2313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,701$534K0.03%-4,43713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,697$508K<0.01%-69713F-HRTimelineGroup
D.A. DAVIDSON & CO.17,310$447K<0.01%+2,06013F-HRTimeline
Cetera Investment Advisers16,684$431K<0.01%+4,92313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,690$430K<0.01%+1,41213F-HRTimelineGroup
MONECO ADVISORS, LLC15,738$406K0.02%+913F-HRTimeline
Tassel Capital Management, Inc.15,372$397K0.19%+12813F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC14,784$382K0.27%+1,03913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,641$378K<0.01%+96913F-HRTimeline
MML INVESTORS SERVICES, LLC13,212$341K<0.01%+3,88413F-HRTimeline
NewEdge Advisors, LLC13,000$335K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,344$319K<0.01%+1,22613F-HRTimelineGroup
Asset Dedication, LLC12,284$317K0.02%+1,53013F-HRTimeline
Bill Few Associates, Inc.11,919$308K0.07%013F-HRTimeline
Addison Advisors LLC11,565$298K0.14%-7,86313F-HRTimeline
Crews Bank & Trust10,775$278K0.04%+3,11513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,984$258K<0.01%+4,91713F-HRTimelineGroup
Opulen Financial Group LLC9,736$251K0.16%+8113F-HRTimeline
Intentional Wealth Strategies, LLC9,238$238K0.22%-13413F-HRTimeline
Integrated Wealth Concepts LLC9,205$238K<0.01%new13F-HRTimeline
COOKSON PEIRCE & CO INC8,437$218K0.01%new13F-HRTimeline
DWM Financial Group, Inc.8,268$214K0.19%13F-HRTimeline
IFG Advisory, LLC8,223$212K0.01%new13F-HRTimeline
IFP Advisors, Inc8,000$206K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC7,757$200K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,700$199K0.01%013F-HRTimeline
Larson Financial Group LLC4,922$127K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,000$103K0.01%new13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,820$72.8K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.2,085$53.8K<0.01%-3,42513F-HRTimeline
Plante Moran Financial Advisors, LLC1,951$50.3K<0.01%new13F-HRTimeline
NorthAvenue LLC1,482$38.2K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…400$10.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.240$6.19K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC228$5.88K<0.01%013F-HRTimeline