Farther Finance Advisors
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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
Q3 		– Sell
-2,238
Closed -$47K – 6173
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

Farther Finance Advisors sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026, closing a stake of 2,238 shares — an estimated $47K sold.

Farther Finance Advisors first reported a position in BSMV in Q3 2025 and held it in 4 quarters. The position peaked at $136K in Q4 2025. 11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Farther Finance Advisors reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 2,238 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $47K.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and held it in 4 quarters.
  • Farther Finance Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $136K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

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