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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Farther Finance Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 11% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,211 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Farther Finance Advisors first reported a position in BSMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Farther Finance Advisors held 6,211 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $136K as of Q2 2026.
  • Farther Finance Advisors bought 630 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $13.8K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2497 holding.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $252K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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