Opulen Financial Group LLC Incresed Positions in Q1 2025

Opulen Financial Group LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.1K
+ 2.88%
$27.01 - $28.54 $382K - $404K
505K $14.1B
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.34K
+ 2.97%
$36.91 - $41.03 $197K - $219K
186K $7.36B
BSCU
Invesco Exc Self Ind Tr

ETFs
15.8K
+ 13.16%
$16.2 - $16.64 $255K - $262K
135K $2.25B
BSCV
Invesco ETF Self Indexed Fd Tr
10.9K
+ 9.04%
$15.87 - $16.38 $173K - $178K
131K $2.14B
Invesco Exch Trd Slf Idx Fd
8.18K
+ 20.5%
N/A
48.1K $1B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
8.37K
+ 6.91%
$18.18 - $18.58 $152K - $155K
129K $2.4B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.12K
+ 5.43%
$19.43 - $19.62 $99.5K - $100K
99.4K $1.95B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.67K
+ 3.44%
$20.05 - $20.4 $73.6K - $74.8K
110K $2.25B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.17K
+ 3.61%
N/A
91K $1.85B
VEU
Vanguard Ftse All World Ex Us

ETFs
866
+ 9.75%
$56.51 - $62.98 $48.9K - $54.5K
9.75K $591M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.05K
+ 2.95%
$19.42 - $19.54 $59.3K - $59.6K
107K $2.08B
VEA
Vanguard Ftse Developed Market

ETFs
555
+ 4.78%
$47.4 - $52.99 $26.3K - $29.4K
12.2K $618M
T
At&T Inc.

Communication Services
11
+ 0.12%
$21.56 - $28.28 $237 - $311
9.43K $267M
IGRO
Ishares Tr International Divid

ETFs
203
+ 4.14%
$66.91 - $73.87 $13.6K - $15K
5.11K $370M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.91K
+ 16.84%
$40.03 - $46.81 $76.6K - $89.5K
13.3K $541M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.08%
$87.68 - $94.52 $351 - $378
5K $468M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
563
+ 3.58%
$29.72 - $31.94 $16.7K - $18K
16.3K $503M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$68.32 - $75.06 $68.3 - $75.1
3.19K $239M
DGRO
Ishares Core Dividend Growth E

ETFs
72
+ 0.36%
$60.46 - $64.42 $4.35K - $4.64K
19.8K $1.23B
VNQ
Vanguard Specialized Funds Van

ETFs
58
+ 1.13%
$85.55 - $94.34 $4.96K - $5.47K
5.17K $468M
FLRN
Spdr Bloomberg Investment Grad

ETFs
200
+ 1.77%
$30.71 - $30.87 $6.14K - $6.17K
11.5K $355M
ICF
Ishares Tr

ETFs
8
+ 0.16%
$57.98 - $63.8 $464 - $510
5.09K $313M
Ssga Active Tr
110
+ 0.73%
N/A
15.1K $379M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
206
+ 8.27%
$96.85 - $111.39 $20K - $22.9K
2.7K $266M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
84
+ 0.68%
$23.55 - $23.74 $1.98K - $1.99K
12.5K $295M
META
Meta Platforms, Inc.

Communication Services
11
+ 1.98%
$576.36 - $736.67 $6.34K - $8.1K
566 $326M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
7
+ 0.24%
$178.65 - $194.73 $1.25K - $1.36K
2.92K $537M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
52
+ 0.6%
$23.1 - $23.56 $1.2K - $1.23K
8.74K $202M
Invesco Exch Trd Slf Idx Fd
73
+ 0.79%
N/A
9.34K $236M
RSP
Invesco S&P 500 Equal Weight E

ETFs
56
+ 0.92%
$169.43 - $182.84 $9.49K - $10.2K
6.16K $1.07B
Invesco Exch Trd Slf Idx Fd
69
+ 0.81%
N/A
8.63K $212M
SRLN
Ssga Active Trust

ETFs
311
+ 1.09%
$41.02 - $41.99 $12.8K - $13.1K
28.9K $1.19B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.08%
$196.12 - $229.48 $196 - $229
1.2K $242M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
47
+ 4.25%
$522.96 - $601.18 $24.6K - $28.3K
1.15K $616M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.24%
$96.88 - $111.25 $775 - $890
3.33K $333M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
18
+ 0.8%
$94.32 - $110.46 $1.7K - $1.99K
2.28K $220M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25
+ 0.34%
$64.88 - $72.1 $1.62K - $1.8K
7.46K $490M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
12
+ 0.18%
$37.84 - $44.02 $454 - $528
6.54K $251M
SPMD
Spdr Portfolio

ETFs
25
+ 0.34%
$50.21 - $57.73 $1.26K - $1.44K
7.33K $375M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
11
+ 0.13%
$52.53 - $58.51 $578 - $644
8.5K $455M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.17%
$113.22 - $126.36 $793 - $885
4.06K $466M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.14%
$360.07 - $417.26 $360 - $417
741 $268M
XLK
Technology Sector Spdr

ETFs
23
+ 1.57%
$206.38 - $242.18 $4.75K - $5.57K
1.49K $307M
ISCB
International Speedway Corp

ETFs
11
+ 0.13%
$53.73 - $61.7 $591 - $679
8.39K $454M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
225
+ 3.61%
$507.05 - $563.67 $114K - $127K
6.45K $3.32B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
280
+ 2.76%
$89.18 - $104.04 $25K - $29.1K
10.4K $955M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7
+ 0.1%
$168.16 - $186.21 $1.18K - $1.3K
6.68K $1.14B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
149
+ 2.2%
$102.49 - $119.96 $15.3K - $17.9K
6.93K $724M
MSFT
Microsoft Corp

Technology
11
+ 0.82%
$375.39 - $447.2 $4.13K - $4.92K
1.35K $506M
Activity Summary
Buys All Purchases 64 New Holdings 6 Increased Positions 58 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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