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Disclosery

BSSX INVESCO EXCH TRD SLF IDX FD

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BULLE MUN ETF (fund)

63 managers (63 13F filers) reported a position in BSSX shares at 2026-03-31, 2,913,587 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
28
Reduced
15
Sold out
7
Shares held by filers
2,913,587

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC263,451$6.7M<0.01%-23,51113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC237,863$6.05M0.09%-55,75513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp185,413$4.71M0.09%+18,34613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,655$4.29M<0.01%-2,65613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,106$4.25M<0.01%+53,70813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC155,917$3.96M0.02%+7,44113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC144,742$3.68M0.74%+9,70013F-HRTimeline
HighTower Advisors, LLC115,983$2.95M<0.01%+59,11513F-HRTimeline
Sequoia Financial Advisors, LLC110,328$2.8M0.02%-9,48813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co105,261$2.68M0.13%+4,50813F-HRTimelineGroup
Envision Financial Planning, LLC101,913$2.59M0.94%+4,20713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.89,063$2.26M<0.01%-7,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY76,197$1.94M<0.01%-3,96013F-HRTimelineGroup
FLOW TRADERS U.S. LLC63,837$1.62M0.05%-12,52613F-HRTimeline
Legacy Private Trust Co.63,849$1.62M0.1%+38,38913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,047$1.37M<0.01%+6,14613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC50,600$1.29M0.01%+7,80013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,335$1.15M<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC44,085$1.12M0.03%+36,29213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,563$1.08M<0.01%+28,20613F-HRTimelineGroup
Key Financial Inc41,385$1.05M0.19%+6,88513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,967$1.01M<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,875$963K<0.01%+16,39013F-HRTimelineGroup
Clark Asset Management, LLC36,865$937K0.09%+25013F-HRTimeline
UBS Group AGin group UBS Group AG33,838$860K<0.01%+4,93513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,951$660K<0.01%+23,72313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,138$640K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,460$622K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,617$600K<0.01%-13,07213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,818$555K<0.01%-10,17813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,394$518K<0.01%+1,90213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,936$505K<0.01%+7,30713F-HRTimelineGroup
Addison Advisors LLC19,428$494K0.11%+40813F-HRTimeline
Jacobi Capital Management LLC16,473$419K0.02%013F-HRTimeline
MONECO ADVISORS, LLC15,729$400K0.03%+1013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,278$388K<0.01%+2,70313F-HRTimelineGroup
D.A. DAVIDSON & CO.15,250$388K<0.01%+2,90013F-HRTimeline
Tassel Capital Management, Inc.15,244$387K0.21%+12213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC13,745$349K0.28%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,672$348K<0.01%+10113F-HRTimeline
Bill Few Associates, Inc.11,919$303K0.07%013F-HRTimeline
Cetera Investment Advisers11,761$299K<0.01%+25813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,118$287K<0.01%+1,03813F-HRTimelineGroup
Asset Dedication, LLC10,754$273K0.02%-23,38513F-HRTimeline
VestGen Advisors, LLC10,566$272K0.01%new13F-HRTimeline
Opulen Financial Group LLC9,655$245K0.17%+7713F-HRTimeline
Intentional Wealth Strategies, LLC9,372$238K0.22%13F-HRTimeline
MML INVESTORS SERVICES, LLC9,328$237K<0.01%-2,61313F-HRTimeline
Summit Trail Advisors, LLC9,078$231K<0.01%-9,85613F-HRTimeline
Cambridge Financial Group, LLC8,107$206K0.07%013F-HRTimeline
IFP Advisors, Inc8,000$203K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,700$196K0.01%013F-HRTimeline
Crews Bank & Trust7,660$195K0.03%013F-HRTimeline
First Command Advisory Services, Inc.5,510$140K<0.01%-44013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,500$140K0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,067$129K<0.01%new13F-HR/ATimelineGroup
Larson Financial Group LLC4,922$125K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,820$71.7K<0.01%new13F-HRTimelineGroup
NorthAvenue LLC1,482$37.7K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…400$10.2K<0.01%-9,71813F-HRTimeline
Geneos Wealth Management Inc.240$6.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC228$5.79K<0.01%-2613F-HRTimeline
Root Financial Partners, LLC129$3.28K<0.01%new13F-HRTimeline