Opulen Financial Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Opulen Financial Group’s Portfolio BSMQ Stock Details BSMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$304K	Buy	12,862 +90	+0.7%	+$2.13K	0.21%	84
2025 Q4	$302K	Buy	12,772 +83	+0.7%	+$1.96K	0.22%	84
2025 Q3	$300K	Buy	12,689 +90	+0.7%	+$2.12K	0.23%	81
2025 Q2	$297K	Buy	12,599 +89	+0.7%	+$2.09K	0.24%	78
2025 Q1	$295K	Buy	12,510 +84	+0.7%	+$1.99K	0.27%	72
2024 Q4	$293K	Buy	+12,426	New	+$294K	0.27%	71

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Opulen Financial Group's BSMQ Position: Q1 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.7% in Q1 2026, buying an estimated $2.13K and bringing the position to 12,862 shares worth $304K. The position accounts for 0.21% of the portfolio, ranked #84.

Opulen Financial Group first reported a position in BSMQ in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Opulen Financial Group held 12,862 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $304K as of Q1 2026.
Opulen Financial Group bought 90 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $2.13K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.21% of Opulen Financial Group's portfolio in Q1 2026, its #84 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.