Opulen Financial Group’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Buy	8,920 +70	+0.8%	+$1.77K	0.16%	103
2025 Q4	$222K	Buy	8,850 +68	+0.8%	+$1.71K	0.16%	100
2025 Q3	$219K	Buy	8,782 +74	+0.8%	+$1.82K	0.17%	98
2025 Q2	$213K	Buy	8,708 +75	+0.9%	+$1.83K	0.17%	93
2025 Q1	$212K	Buy	8,633 +69	+0.8%	+$1.73K	0.19%	86
2024 Q4	$215K	Buy	+8,564	New	+$217K	0.2%	84

Other funds holding BSMW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

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

Opulen Financial Group increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 0.79% in Q1 2026, buying an estimated $1.77K and bringing the position to 8,920 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #103.

Opulen Financial Group first reported a position in BSMW in Q4 2024 and has held it in 6 quarters since. The position peaked at $222K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Opulen Financial Group held 8,920 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $222K as of Q1 2026.
Opulen Financial Group bought 70 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $1.77K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.16% of Opulen Financial Group's portfolio in Q1 2026, its #103 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $222K in Q4 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

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