Farther Finance Advisors
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Farther Finance Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Farther Finance Advisors’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.7K Sell
3,385
-2,826
-45% -$61K ﹤0.01% 3136
2026
Q2 		$136K Buy
6,211
+630
+11% +$13.8K ﹤0.01% 2497
2026
Q1 		$122K Sell
5,581
-5,860
-51% -$130K ﹤0.01% 2366
2025
Q4 		$252K Buy
11,441
+3,461
+43% +$76.2K ﹤0.01% 1764
2025
Q3 		$175K Buy
7,980
+6,413
+409% +$139K ﹤0.01% 1685
2025
Q2 		$33.7K Buy
+1,567
New +$33.5K ﹤0.01% 2346

Other funds holding BSMU

Confluence Investment Management
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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Farther Finance Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 45% in Q3 2026, selling an estimated $61K and leaving 3,385 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Farther Finance Advisors first reported a position in BSMU in Q2 2025 and has held it in 6 quarters since. The position peaked at $252K in Q4 2025. 10 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Farther Finance Advisors held 3,385 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $70.7K as of Q3 2026.
  • Farther Finance Advisors sold 2,826 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $61K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3136 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $252K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

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