Skip to content
Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

Follow

BULLE MUN ETF (fund)

63 managers (63 13F filers) reported a position in BSSX shares at 2025-12-31, 2,836,600 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
63
13F filers
63
New
6
Added
34
Reduced
7
Sold out
2
Shares held by filers
2,836,600

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CONFLUENCE INVESTMENT MANAGEMENT LLC293,618$7.59M0.11%+45,39613F-HRTimeline
LPL Financial LLC286,962$7.42M<0.01%+10,80313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,311$4.43M<0.01%+16,71813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp167,067$4.32M0.08%+8,72613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC148,476$3.84M0.02%+12,65113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC135,042$3.49M0.73%+79,41613F-HRTimeline
Sequoia Financial Advisors, LLC119,816$3.1M0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,398$2.93M<0.01%+12,75113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co100,753$2.6M0.15%+68,60413F-HRTimelineGroup
Envision Financial Planning, LLC97,706$2.53M0.96%-27613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.96,839$2.5M<0.01%+23,45113F-HRTimelineGroup
Elequin Capital, LP87,759$2.27M0.3%+68,66313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,157$2.07M<0.01%+52,83113F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC76,363$1.97M0.06%-20,05513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,904$1.57M<0.01%-1,46813F-HRTimelineGroup
HighTower Advisors, LLC56,868$1.47M<0.01%+11,50813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,901$1.24M<0.01%+5,79513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC42,800$1.11M<0.01%+27,30013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,689$949K<0.01%-33,29413F-HRTimelineGroup
Clark Asset Management, LLC36,615$947K0.1%+16,86413F-HRTimeline
Key Financial Inc34,500$892K0.16%013F-HRTimeline
Asset Dedication, LLC34,139$883K0.06%+1,30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,996$827K<0.01%+17113F-HRTimeline
UBS Group AGin group UBS Group AG28,903$747K<0.01%+3,57813F-HRTimelineGroup
Legacy Private Trust Co.25,460$658K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,138$650K0.04%+2,12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,485$555K<0.01%+1,49113F-HR/ATimelineGroup
Koss-Olinger Consulting, LLC21,373$553K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,594$507K<0.01%013F-HRTimelineGroup
Addison Advisors LLC19,020$492K0.11%-1,92513F-HRTimeline
Summit Trail Advisors, LLC18,934$490K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,492$478K<0.01%+2,71313F-HRTimelineGroup
Jacobi Capital Management LLC16,473$426K0.02%+2,77513F-HRTimeline
MONECO ADVISORS, LLC15,719$406K0.03%+3,18513F-HRTimeline
Tassel Capital Management, Inc.15,122$391K0.24%+3,85313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,357$371K<0.01%-11,53113F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC13,745$355K0.28%+2,16213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,571$351K<0.01%+6813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,789$331K0.01%-6,21213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,629$327K<0.01%+3,21413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,575$325K<0.01%+3,31313F-HRTimelineGroup
D.A. DAVIDSON & CO.12,350$319K<0.01%+1,65013F-HRTimeline
MML INVESTORS SERVICES, LLC11,941$309K<0.01%+88813F-HRTimeline
Bill Few Associates, Inc.11,919$308K0.08%013F-HRTimeline
Cetera Investment Advisers11,503$297K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,118$262K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,080$261K<0.01%+2,01913F-HRTimelineGroup
Opulen Financial Group LLC9,578$248K0.18%+7913F-HRTimeline
COOKSON PEIRCE & CO INC8,180$211K0.01%new13F-HRTimeline
Cambridge Financial Group, LLC8,107$209K0.07%013F-HRTimeline
IFP Advisors, Inc8,000$207K<0.01%013F-HRTimeline
Avior Wealth Management, LLC7,793$201K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,700$199K0.01%013F-HRTimeline
Crews Bank & Trust7,660$198K0.03%013F-HRTimeline
First Command Advisory Services, Inc.5,950$154K<0.01%+1913F-HRTimeline
ORG Partners LLC5,500$142K0.03%013F-HRTimeline
Farther Finance Advisors, LLC5,217$135K<0.01%013F-HRTimeline
Larson Financial Group LLC4,922$127K<0.01%013F-HRTimeline
COMERICA BANK2,820$72.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,228$57.6K<0.01%013F-HRTimelineGroup
NorthAvenue LLC1,482$38.3K0.03%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC254$6.57K<0.01%+22813F-HRTimeline
Geneos Wealth Management Inc.240$6.21K<0.01%013F-HRTimeline