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Farther Finance Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Farther Finance Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
9,697
+568
+6% +$13.4K ﹤0.01% 2151
2026
Q1 		$216K Sell
9,129
-5,658
-38% -$134K ﹤0.01% 1968
2025
Q4 		$350K Buy
14,787
+7,370
+99% +$174K ﹤0.01% 1552
2025
Q3 		$175K Buy
7,417
+5,982
+417% +$141K ﹤0.01% 1683
2025
Q2 		$33.7K Buy
+1,435
New +$33.5K ﹤0.01% 2347

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Farther Finance Advisors's BSMR Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.2% in Q2 2026, buying an estimated $13.4K and bringing the position to 9,697 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Farther Finance Advisors first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Farther Finance Advisors held 9,697 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $229K as of Q2 2026.
  • Farther Finance Advisors bought 568 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $13.4K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2151 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $350K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.