Opulen Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	8,766 +51	+0.6%	+$1.21K	0.13%	116
2026 Q1	$206K	Buy	8,715 +49	+0.6%	+$1.16K	0.15%	113
2025 Q4	$205K	Buy	8,666 +49	+0.6%	+$1.16K	0.15%	108
2025 Q3	$204K	Buy	8,617 +51	+0.6%	+$1.2K	0.15%	104
2025 Q2	$201K	Buy	8,566 +54	+0.6%	+$1.26K	0.16%	100
2025 Q1	$200K	Buy	+8,512	New	+$201K	0.18%	90

Other funds holding BSMR

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.59% in Q2 2026, buying an estimated $1.21K and bringing the position to 8,766 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #116.

Opulen Financial Group first reported a position in BSMR in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Opulen Financial Group held 8,766 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $207K as of Q2 2026.
Opulen Financial Group bought 51 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $1.21K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.13% of Opulen Financial Group's portfolio in Q2 2026, its #116 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

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