Opulen Financial Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	9,518 +54	+0.6%	+$1.25K	0.14%	111
2026 Q1	$218K	Buy	9,464 +50	+0.5%	+$1.16K	0.15%	105
2025 Q4	$218K	Buy	9,414 +50	+0.5%	+$1.16K	0.16%	102
2025 Q3	$216K	Buy	9,364 +54	+0.6%	+$1.24K	0.16%	100
2025 Q2	$211K	Buy	9,310 +56	+0.6%	+$1.26K	0.17%	96
2025 Q1	$210K	Buy	+9,254	New	+$213K	0.19%	87

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AUB

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

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

Opulen Financial Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.57% in Q2 2026, buying an estimated $1.25K and bringing the position to 9,518 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #111.

Opulen Financial Group first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Opulen Financial Group held 9,518 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $219K as of Q2 2026.
Opulen Financial Group bought 54 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $1.25K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.14% of Opulen Financial Group's portfolio in Q2 2026, its #111 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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