Goldman Sachs
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Goldman Sachs’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Goldman Sachs’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
2024
Q4 		– Sell
-58,226
Closed -$1.24M – 6034
2024
Q3 		$1.24M Buy
+58,226
New +$1.23M ﹤0.01% 4491

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Goldman Sachs's BSMV Position: Q4 2024 in Review

Goldman Sachs sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2024, closing a stake of 58,226 shares — an estimated $1.24M sold.

Goldman Sachs first reported a position in BSMV in Q3 2024 and held it in 1 quarter. The position peaked at $1.24M in Q3 2024. 58 funds tracked by Wall St. Rank hold BSMV as of Q4 2024.

  • Goldman Sachs reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Goldman Sachs sold 58,226 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2024, an estimated $1.24M.
  • Goldman Sachs first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Goldman Sachs's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.24M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2024.

Based on Goldman Sachs's 13F filing for Q4 2024, filed 11 Feb 2025.