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Golden State Equity Partners’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Golden State Equity Partners’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-850
Closed -$20.1K – 519
2026
Q1 		$20.1K Buy
+850
New +$20.2K ﹤0.01% 1093

Other funds holding BSMR

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Golden State Equity Partners's BSMR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026, closing a stake of 850 shares — an estimated $20.1K sold.

Golden State Equity Partners first reported a position in BSMR in Q1 2026 and held it in 1 quarter. The position peaked at $20.1K in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 850 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $20.1K.
  • Golden State Equity Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $20.1K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.