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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
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

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Farther Finance Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 12% in Q2 2026, buying an estimated $14.2K and bringing the position to 5,926 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Farther Finance Advisors first reported a position in BSMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 87 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Farther Finance Advisors held 5,926 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $136K as of Q2 2026.
  • Farther Finance Advisors bought 615 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $14.2K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2496 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $252K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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