Golden State Equity Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,700	Closed	-$140K	–	523
2026 Q1	$140K	Buy	+6,700	New	+$142K	0.01%	681

Other funds holding BSMV

HBT

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

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

AUB

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

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

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

Golden State Equity Partners sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026, closing a stake of 6,700 shares — an estimated $140K sold.

Golden State Equity Partners first reported a position in BSMV in Q1 2026 and held it in 1 quarter. The position peaked at $140K in Q1 2026. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 6,700 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $140K.
Golden State Equity Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $140K in Q1 2026.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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