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Upturn AI SWOT - About
Invesco BulletShares 2033 Municipal Bond ETF (BSSX)
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Upturn Advisory Summary
10/24/2025: BSSX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.94% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.64 - 26.67 | Updated Date 06/30/2025 |
52 Weeks Range 23.64 - 26.67 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares 2033 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2033 Municipal Bond ETF (BSCY) seeks to provide investment results that correspond to the price and yield performance, before fees and expenses, of the Bloomberg Municipal Bond 2033 Index. It focuses on holding a portfolio of municipal bonds that mature in the year 2033, offering a defined maturity date. The asset allocation is primarily in investment-grade municipal bonds. The investment strategy is to hold bonds until their maturity date, creating a laddered portfolio effect.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a wide range of investment products, including ETFs.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and fixed-income specialists responsible for managing its ETF offerings.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the Bloomberg Municipal Bond 2033 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg Municipal Bond 2033 Index.
Composition The ETF holds primarily municipal bonds maturing in 2033.
Market Position
Market Share: BSCY's market share is specific to the defined maturity municipal bond ETF niche.
Total Net Assets (AUM): 107214771.4
Competitors
Key Competitors
- Invesco BulletShares 2032 Municipal Bond ETF (BSBY)
- Invesco BulletShares 2031 Municipal Bond ETF (BSCX)
- Invesco BulletShares 2034 Municipal Bond ETF (BSDZ)
Competitive Landscape
The competitive landscape is relatively concentrated within the defined maturity municipal bond ETF space, primarily dominated by Invesco's BulletShares series. BSCY's advantage is its specific target maturity year of 2033. A potential disadvantage compared to general municipal bond ETFs is the lack of flexibility to adjust holdings based on changing market conditions; it's tied to the 2033 maturity. Another disadvantage is the limited lifespan for the product.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg Municipal Bond 2033 Index to assess tracking effectiveness.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
BSCY's liquidity can be assessed by checking its average daily trading volume from financial data providers.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, impacting trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and the overall health of the municipal bond market influence BSCY's performance. State and local government fiscal health and tax policy changes also affect municipal bond values.
Growth Trajectory
Growth is tied to the demand for defined maturity municipal bond strategies. Changes to strategy might include adjustments to the index tracked, although this is unlikely.
Moat and Competitive Advantages
Competitive Edge
BSCY's competitive advantage lies in its defined maturity structure, offering investors a predictable income stream tied to a specific year. This appeals to investors seeking to align their bond investments with future liabilities or goals. Its affiliation with Invesco provides credibility and access to a well-established platform. The ETF's defined maturity also differentiates it from traditional bond funds with continuous reinvestment.
Risk Analysis
Volatility
Volatility will correlate with the broader municipal bond market and interest rate sensitivity.
Market Risk
Market risk stems from fluctuations in interest rates, credit risk of the underlying municipal bond issuers, and potential changes in tax laws affecting municipal bond yields.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a predictable income stream from municipal bonds with a target maturity date of 2033. Investors who want to align their investments with a specific future liability or goal would benefit.
Market Risk
BSCY is suitable for long-term investors seeking a defined maturity municipal bond strategy.
Summary
The Invesco BulletShares 2033 Municipal Bond ETF offers a defined maturity approach to municipal bond investing, targeting bonds maturing in 2033. Its investment objective is to track the Bloomberg Municipal Bond 2033 Index, providing a predictable income stream. While it offers a unique approach, investors should consider interest rate risk and the limited lifespan of the ETF. It is suited for long-term investors seeking to align their bond investments with future liabilities or goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares 2033 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2033. The fund is non-diversified.
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