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Farther Finance Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Farther Finance Advisors’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$71.8K Sell
3,225
-2,701
-46% -$61.7K ﹤0.01% 3126
2026
Q2 		$136K Buy
5,926
+615
+12% +$14.2K ﹤0.01% 2496
2026
Q1 		$122K Sell
5,311
-5,578
-51% -$130K ﹤0.01% 2361
2025
Q4 		$252K Buy
10,889
+3,297
+43% +$76.2K ﹤0.01% 1762
2025
Q3 		$175K Buy
7,592
+6,110
+412% +$140K ﹤0.01% 1684
2025
Q2 		$33.7K Buy
+1,482
New +$33.5K ﹤0.01% 2348

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Farther Finance Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 46% in Q3 2026, selling an estimated $61.7K and leaving 3,225 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Farther Finance Advisors first reported a position in BSMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $252K in Q4 2025. 12 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Farther Finance Advisors held 3,225 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $71.8K as of Q3 2026.
  • Farther Finance Advisors sold 2,701 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $61.7K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3126 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $252K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

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