Opulen Financial Group’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	9,736 +81	+0.8%	+$2.08K	0.16%	99
2026 Q1	$245K	Buy	9,655 +77	+0.8%	+$2K	0.17%	93
2025 Q4	$248K	Buy	9,578 +79	+0.8%	+$2.04K	0.18%	90
2025 Q3	$243K	Buy	9,499 +79	+0.8%	+$1.98K	0.18%	90
2025 Q2	$236K	Buy	9,420 +83	+0.9%	+$2.07K	0.19%	85
2025 Q1	$236K	Buy	9,337 +73	+0.8%	+$1.88K	0.21%	82
2024 Q4	$239K	Buy	+9,264	New	+$241K	0.22%	80

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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 $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HBT

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Opulen Financial Group increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 0.84% in Q2 2026, buying an estimated $2.08K and bringing the position to 9,736 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #99.

Opulen Financial Group first reported a position in BSSX in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Opulen Financial Group held 9,736 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $251K as of Q2 2026.
Opulen Financial Group bought 81 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $2.08K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.16% of Opulen Financial Group's portfolio in Q2 2026, its #99 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

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