Farther Finance Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Farther Finance Advisors’s Portfolio BSMQ Stock Details BSMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$263K	Sell	11,223 -5,538	-33%	-$130K	﹤0.01%	2079
2026 Q2	$395K	Buy	16,761 +354	+2%	+$8.35K	﹤0.01%	1734
2026 Q1	$387K	Sell	16,407 -13,816	-46%	-$327K	﹤0.01%	1576
2025 Q4	$715K	Buy	30,223 +14,478	+92%	+$342K	0.01%	1097
2025 Q3	$372K	Buy	15,745 +12,719	+420%	+$300K	0.01%	1248
2025 Q2	$71.3K	Buy	3,026 +1,426	+89%	+$33.5K	﹤0.01%	1945
2025 Q1	$37.8K	Buy	+1,600	New	+$37.9K	﹤0.01%	2045

Other funds holding BSMQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's BSMQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 33% in Q3 2026, selling an estimated $130K and leaving 11,223 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Farther Finance Advisors first reported a position in BSMQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $715K in Q4 2025. 11 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

Farther Finance Advisors held 11,223 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $263K as of Q3 2026.
Farther Finance Advisors sold 5,538 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $130K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2079 holding.
Farther Finance Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $715K in Q4 2025.
11 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.