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Farther Finance Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Farther Finance Advisors’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$169K Sell
7,397
-2,653
-26% -$61.8K ﹤0.01% 2442
2026
Q2 		$236K Buy
10,050
+602
+6% +$14.1K ﹤0.01% 2130
2026
Q1 		$221K Sell
9,448
-5,519
-37% -$130K ﹤0.01% 1955
2025
Q4 		$352K Buy
14,967
+7,469
+100% +$175K ﹤0.01% 1550
2025
Q3 		$176K Buy
7,498
+6,051
+418% +$141K ﹤0.01% 1681
2025
Q2 		$33.6K Buy
+1,447
New +$33.3K ﹤0.01% 2350

Other funds holding BSMS

IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
CW
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

Farther Finance Advisors reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 26% in Q3 2026, selling an estimated $61.8K and leaving 7,397 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Farther Finance Advisors first reported a position in BSMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 13 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Farther Finance Advisors held 7,397 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $169K as of Q3 2026.
  • Farther Finance Advisors sold 2,653 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2026, an estimated $61.8K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2442 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $352K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

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