GSEP
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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
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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Bank of America
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IWC
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AUB
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NA
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Commonwealth Equity Services
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Golden State Equity Partners's BSMS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026, closing a stake of 6,850 shares — an estimated $160K sold.

Golden State Equity Partners first reported a position in BSMS in Q1 2026 and held it in 1 quarter. The position peaked at $160K in Q1 2026. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,850 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $160K.
  • Golden State Equity Partners first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • 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 Q2 2026.

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