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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.57% in Q1 2026, buying an estimated $1.2K and bringing the position to 8,947 shares worth $209K. The position accounts for 0.15% of the portfolio, ranked #110.

Opulen Financial Group first reported a position in BSMS in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

Opulen Financial Group held 8,947 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $209K as of Q1 2026.
Opulen Financial Group bought 51 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $1.2K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.15% of Opulen Financial Group's portfolio in Q1 2026, its #110 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

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