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Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

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BULLE MUN ETF (fund)

47 managers (47 13F filers) reported a position in BSSX shares at 2025-06-30, 1,864,472 shares in all. 4 filers opened a position and 10 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
21
Reduced
11
Sold out
10
Shares held by filers
1,864,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC241,122$6.04M<0.01%-21,85813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC214,054$5.37M0.08%-6,52313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp149,009$3.74M0.09%+15,81513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,218$3.57M<0.01%+14,10713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC123,450$3.09M0.02%+53213F-HRTimelineGroup
Sterling Financial Group, Inc.107,253$2.69M0.9%-1,46113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,917$1.93M<0.01%+4,52413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.68,219$1.71M<0.01%-4,86613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,779$1.7M<0.01%-22,77013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,961$1.53M<0.01%-3,36013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC53,751$1.35M0.59%+3,79413F-HRTimeline
Envision Financial Planning, LLC46,648$1.17M0.55%-81,70713F-HRTimeline
Key Financial Inc34,500$865K0.17%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,157$856K<0.01%+15,29713F-HRTimelineGroup
HighTower Advisors, LLC32,273$809K<0.01%+7,10313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,802$797K<0.01%+1,21913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC31,532$791K0.19%+17,48713F-HRTimeline
Asset Dedication, LLC28,404$712K0.05%+26,08413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,093$704K<0.01%-18,43113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,014$577K0.05%013F-HRTimeline
Koss-Olinger Consulting, LLC21,373$536K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,879$523K<0.01%+3,11113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.19,882$498K0.02%-5,11913F-HRTimelineGroup
Addison Advisors LLC19,740$495K0.12%+1,69013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,967$450K<0.01%+13,34713F-HR/ATimelineGroup
MONECO ADVISORS, LLC16,842$422K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,463$363K<0.01%-2,31313F-HRTimelineGroup
Bill Few Associates, Inc.13,937$349K0.1%+2,34713F-HRTimeline
Jacobi Capital Management LLC11,298$283K0.02%+2,42913F-HRTimeline
MML INVESTORS SERVICES, LLC11,108$278K<0.01%+2,92713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,813$271K<0.01%+2,62313F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,118$254K<0.01%013F-HRTimeline
D.A. DAVIDSON & CO.9,650$242K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,500$238K<0.01%new13F-HRTimelineGroup
Opulen Financial Group LLC9,420$236K0.19%+8313F-HRTimeline
Beacon Pointe Advisors, LLC8,837$222K<0.01%-1,96913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,800$196K0.01%013F-HRTimeline
Crews Bank & Trust7,660$192K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG7,600$191K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.5,194$130K<0.01%+99813F-HRTimeline
Larson Financial Group LLC4,922$123K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,592$90K<0.01%+68613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,386$84.4K<0.01%+1,43113F-HRTimelineGroup
COMERICA BANK2,836$71.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc259$6.49K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.240$6.02K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.