Skip to content
Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

Follow

BULLE MUN ETF (fund)

53 managers (53 13F filers) reported a position in BSSX shares at 2025-03-31, 2,023,993 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
53
13F filers
53
New
9
Added
23
Reduced
12
Sold out
1
Shares held by filers
2,023,993

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC262,980$6.66M<0.01%+116,00313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC220,577$5.59M0.08%+208,75213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp133,194$3.37M0.2%+13,01813F-HRTimelineGroup
Envision Financial Planning, LLC128,355$3.25M1.66%+54313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,111$3.24M<0.01%+1,95013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC122,918$3.11M0.02%+9,98313F-HRTimelineGroup
Sterling Financial Group, Inc.108,714$2.75M0.99%-1,72313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,549$2.29M<0.01%+34,67113F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.73,085$1.85M<0.01%+6,01313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,393$1.83M<0.01%+19,22113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,321$1.63M<0.01%-16,25713F-HRTimelineGroup
FLOW TRADERS U.S. LLC55,437$1.4M0.06%-35,52013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC49,957$1.26M0.59%+2,83913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,524$1.18M<0.01%-42713F-HRTimelineGroup
Key Financial Inc34,500$874K0.19%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK33,254$842K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,583$774K<0.01%+1113F-HRTimeline
CGN Advisors LLC29,114$737K0.07%+11,66413F-HRTimeline
HighTower Advisors, LLC25,170$637K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,001$633K0.03%+99613F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,014$583K0.05%-80013F-HRTimeline
Avior Wealth Management, LLC20,088$509K0.02%-4,00013F-HRTimeline
IFP Advisors, Inc19,320$489K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,860$478K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC18,050$457K0.12%+2,95513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,768$450K<0.01%+4,00113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,776$425K<0.01%+6,48013F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC14,045$356K0.1%new13F-HRTimeline
Bill Few Associates, Inc.11,590$293K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC10,806$274K<0.01%+59813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,513$266K<0.01%-74213F-HRTimeline
Steward Partners Investment Advisory, L…10,118$256K<0.01%+2,12313F-HRTimeline
Hobbs Group Advisors, LLC9,908$251K0.1%+2,07713F-HRTimeline
D.A. DAVIDSON & CO.9,650$244K<0.01%+20013F-HRTimeline
Opulen Financial Group LLC9,337$236K0.21%+7313F-HRTimeline
Jacobi Capital Management LLC8,869$225K0.02%-1,19913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,190$207K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,181$207K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,800$201K0.02%013F-HRTimeline
Crews Bank & Trust7,660$194K0.03%013F-HRTimeline
Larson Financial Group LLC4,922$125K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,620$117K<0.01%+1,54813F-HR/ATimelineGroup
First Command Advisory Services, Inc.4,196$106K<0.01%-7813F-HRTimeline
Global Financial Private Client, LLC3,376$85.5K0.03%-12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,906$73.6K<0.01%+2,56313F-HRTimelineGroup
COMERICA BANK2,836$71.8K<0.01%-1813F-HRTimeline
Asset Dedication, LLC2,320$58.7K<0.01%-10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,955$49.4K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,082$27.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc259$6.56K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.240$6.08K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$25<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.