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Farther Finance Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Farther Finance Advisors’s Portfolio BSMW Stock Details BSMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,356
Closed -$134K – 5773
2025
Q4 		$134K Hold
5,356
– – ﹤0.01% 2160
2025
Q3 		$134K Buy
+5,356
New +$132K ﹤0.01% 1853

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Farther Finance Advisors's BSMW Position: Q1 2026 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2026, closing a stake of 5,356 shares — an estimated $134K sold.

Farther Finance Advisors first reported a position in BSMW in Q3 2025 and held it in 2 quarters. The position peaked at $134K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Farther Finance Advisors reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 5,356 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $134K.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Farther Finance Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $134K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.