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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
Q3 		$169K Sell
7,272
-2,425
-25% -$57.1K ﹤0.01% 2439
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
TF
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CW
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

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

Farther Finance Advisors reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 25% in Q3 2026, selling an estimated $57.1K and leaving 7,272 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Farther Finance Advisors first reported a position in BSMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $350K in Q4 2025. 12 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • Farther Finance Advisors held 7,272 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $169K as of Q3 2026.
  • Farther Finance Advisors sold 2,425 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $57.1K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2439 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $350K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

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