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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
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

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.53% in Q1 2026, buying an estimated $1.16K and bringing the position to 9,464 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #105.

Opulen Financial Group first reported a position in BSMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Opulen Financial Group held 9,464 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $218K as of Q1 2026.
  • Opulen Financial Group bought 50 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $1.16K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.15% of Opulen Financial Group's portfolio in Q1 2026, its #105 holding.
  • Opulen Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Opulen Financial Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $218K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

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