Golden State Equity Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Golden State Equity Partners’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,100	Closed	-$140K	–	521
2026 Q1	$140K	Buy	+6,100	New	+$142K	0.01%	679

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Equity Partners sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026, closing a stake of 6,100 shares — an estimated $140K sold.

Golden State Equity Partners first reported a position in BSMT in Q1 2026 and held it in 1 quarter. The position peaked at $140K in Q1 2026. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 6,100 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $140K.
Golden State Equity Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $140K in Q1 2026.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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