Opulen Financial Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	9,001 +54	+0.6%	+$1.26K	0.13%	114
2026 Q1	$209K	Buy	8,947 +51	+0.6%	+$1.2K	0.15%	110
2025 Q4	$209K	Buy	8,896 +52	+0.6%	+$1.22K	0.15%	105
2025 Q3	$207K	Buy	8,844 +54	+0.6%	+$1.26K	0.16%	102
2025 Q2	$204K	Buy	8,790 +54	+0.6%	+$1.24K	0.17%	98
2025 Q1	$202K	Buy	8,736 +52	+0.6%	+$1.21K	0.18%	89
2024 Q4	$203K	Buy	+8,684	New	+$204K	0.18%	86

Other funds holding BSMS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

IWC

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

AUB

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.6% in Q2 2026, buying an estimated $1.26K and bringing the position to 9,001 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #114.

Opulen Financial Group first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Opulen Financial Group held 9,001 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $211K as of Q2 2026.
Opulen Financial Group bought 54 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $1.26K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.13% of Opulen Financial Group's portfolio in Q2 2026, its #114 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

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