Golden State Equity Partners
BSMS icon

Golden State Equity Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Golden State Equity Partners’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156K Buy
+6,850
New +$160K 0.01% 772
2026
Q2 		– Sell
-6,850
Closed -$160K – 520
2026
Q1 		$160K Buy
+6,850
New +$161K 0.01% 656

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Truist Financial
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Atlantic Union Bankshares
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Kathmere Capital Management
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UBS Group
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Golden State Equity Partners's BSMS Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026: 6,850 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in BSMS as recently as Q1 2026.

Golden State Equity Partners first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $160K in Q1 2026. 133 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Golden State Equity Partners held 6,850 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $156K as of Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF was a new Golden State Equity Partners position in Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #772 holding.
  • Golden State Equity Partners first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $160K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.