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Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

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BULLE MUN ETF (fund)

59 managers (59 13F filers) reported a position in BSSX shares at 2025-09-30, 2,398,063 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
59
New
15
Added
27
Reduced
9
Sold out
3
Shares held by filers
2,398,063

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC276,159$7.05M<0.01%+35,03713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC248,222$6.34M0.09%+34,16813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp158,341$4.04M0.08%+9,33213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,593$3.95M<0.01%+12,37513F-HRTimelineGroup
Sterling Financial Group, Inc.154,131$3.94M1.25%+46,87813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC135,825$3.47M0.02%+12,37513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,647$2.57M<0.01%+23,73013F-HR/ATimelineGroup
Envision Financial Planning, LLC97,982$2.5M1.06%+51,33413F-HRTimeline
FLOW TRADERS U.S. LLC96,418$2.46M0.1%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.73,388$1.87M<0.01%+5,16913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,983$1.79M<0.01%+2,20413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,372$1.59M<0.01%+1,41113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC55,626$1.42M0.31%+24,09413F-HRTimeline
HighTower Advisors, LLC45,360$1.16M<0.01%+13,08713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,106$1.08M<0.01%+7,94913F-HRTimelineGroup
Key Financial Inc34,500$882K0.16%013F-HRTimeline
Asset Dedication, LLC32,838$839K0.06%+4,43413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co32,149$821K0.05%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,825$813K<0.01%+2313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,326$698K<0.01%+6,44713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,888$661K<0.01%-2,20513F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,325$647K<0.01%+17,72513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,014$577K0.05%013F-HRTimeline
Koss-Olinger Consulting, LLC21,373$536K0.04%013F-HRTimeline
Addison Advisors LLC20,945$535K0.12%+1,20513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,994$511K<0.01%+5,53113F-HRTimelineGroup
Clark Asset Management, LLC19,751$505K0.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,594$501K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP19,096$488K0.04%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,001$485K0.02%-88113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,779$403K<0.01%-2,18813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC15,500$396K<0.01%+6,00013F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,932$356K<0.01%+5,09513F-HRTimeline
Jacobi Capital Management LLC13,698$350K0.02%+2,40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,503$345K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC12,534$320K0.03%-4,30813F-HRTimeline
Bill Few Associates, Inc.11,919$304K0.08%-2,01813F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC11,583$296K0.24%13F-HRTimeline
Tassel Capital Management, Inc.11,269$288K0.18%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,053$282K<0.01%-5513F-HRTimeline
D.A. DAVIDSON & CO.10,700$273K<0.01%+1,05013F-HRTimeline
Steward Partners Investment Advisory, L…10,118$258K<0.01%013F-HRTimeline
Opulen Financial Group LLC9,499$243K0.18%+7913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,415$240K<0.01%+6,02913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,262$237K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,115$207K<0.01%new13F-HRTimelineGroup
Cambridge Financial Group, LLC8,107$207K0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,061$206K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc8,000$204K0.01%new13F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC7,700$197K0.01%-10013F-HRTimeline
Crews Bank & Trust7,660$196K0.03%013F-HRTimeline
First Command Advisory Services, Inc.5,931$152K<0.01%+73713F-HRTimeline
ORG Partners LLC5,500$140K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC5,217$133K<0.01%new13F-HRTimeline
Larson Financial Group LLC4,922$126K<0.01%013F-HRTimeline
COMERICA BANK2,820$72K<0.01%-1613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,228$55.7K<0.01%-1,36413F-HRTimelineGroup
Geneos Wealth Management Inc.240$6.13K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26$664<0.01%new13F-HRTimeline