Farther Finance Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Farther Finance Advisors’s Portfolio BSMV Stock Details BSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47K	Buy	2,238 +1,337	+148%	+$28.1K	﹤0.01%	3289
2026 Q1	$18.9K	Sell	901 -5,528	-86%	-$117K	﹤0.01%	3708
2025 Q4	$136K	Hold	6,429	–	–	﹤0.01%	2151
2025 Q3	$135K	Buy	+6,429	New	+$134K	﹤0.01%	1845

Other funds holding BSMV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Farther Finance Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 148% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,238 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Farther Finance Advisors first reported a position in BSMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $136K in Q4 2025. 21 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Farther Finance Advisors held 2,238 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $47K as of Q2 2026.
Farther Finance Advisors bought 1,337 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $28.1K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3289 holding.
Farther Finance Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $136K in Q4 2025.
21 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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