MOS
BSMN

MGO One Seven’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

MGO One Seven’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,444
Closed -$487K – 965
2023
Q3 		$487K Buy
19,444
+8,183
+73% +$205K 0.04% 450
2023
Q2 		$282K Sell
11,261
-13,048
-54% -$327K 0.03% 616
2023
Q1 		$610K Hold
24,309
– – 0.04% 417
2022
Q4 		$611K Buy
24,309
+3,750
+18% +$93.8K 0.06% 333
2022
Q3 		$403 Buy
+20,559
New +$517K 0.02% 446

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MGO One Seven's BSMN Position: Q4 2023 in Review

MGO One Seven sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 19,444 shares — an estimated $487K sold.

MGO One Seven first reported a position in BSMN in Q3 2022 and held it in 5 quarters. The position peaked at $611K in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • MGO One Seven reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MGO One Seven sold 19,444 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $487K.
  • MGO One Seven first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2022 and held it in 5 quarters.
  • MGO One Seven's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $611K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.