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 Q2	$305K	Buy	12,950 +88	+0.7%	+$2.08K	0.19%	90
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 $617B AUM 30.33% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AUB

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

Opulen Financial Group's BSMQ Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.68% in Q2 2026, buying an estimated $2.08K and bringing the position to 12,950 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #90.

Opulen Financial Group first reported a position in BSMQ in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Opulen Financial Group held 12,950 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $305K as of Q2 2026.
Opulen Financial Group bought 88 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $2.08K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.19% of Opulen Financial Group's portfolio in Q2 2026, its #90 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.