Opulen Financial Group’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy	9,868 +53	+0.5%	+$1.17K	0.15%	108
2025 Q4	$216K	Buy	9,815 +53	+0.5%	+$1.17K	0.16%	103
2025 Q3	$214K	Buy	9,762 +57	+0.6%	+$1.24K	0.16%	101
2025 Q2	$209K	Buy	9,705 +60	+0.6%	+$1.28K	0.17%	97
2025 Q1	$208K	Buy	+9,645	New	+$210K	0.19%	88

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBT

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

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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.54% in Q1 2026, buying an estimated $1.17K and bringing the position to 9,868 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #108.

Opulen Financial Group first reported a position in BSMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $216K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Opulen Financial Group held 9,868 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $215K as of Q1 2026.
Opulen Financial Group bought 53 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $1.17K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.15% of Opulen Financial Group's portfolio in Q1 2026, its #108 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Opulen Financial Group's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $216K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

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