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 Q1	$140K	Buy	+6,700	New	+$142K	0.01%	681

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CIM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

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

Golden State Equity Partners's BSMV Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026: 6,700 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings.

78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Golden State Equity Partners held 6,700 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $140K as of Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new Golden State Equity Partners position in Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #681 holding.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.