MOS
BSMO

MGO One Seven’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

MGO One Seven’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,487
Closed -$434K – 1053
2024
Q2 		$434K Buy
17,487
+1,344
+8% +$33.3K 0.02% 618
2024
Q1 		$400K Sell
16,143
-4,936
-23% -$122K 0.02% 611
2023
Q4 		$525K Sell
21,079
-2,814
-12% -$69.7K 0.03% 509
2023
Q3 		$589K Buy
23,893
+9,560
+67% +$236K 0.05% 382
2023
Q2 		$355K Sell
14,333
-8,958
-38% -$222K 0.03% 531
2023
Q1 		$580K Hold
23,291
– – 0.04% 430
2022
Q4 		$576K Buy
23,291
+4,605
+25% +$113K 0.06% 351
2022
Q3 		$323 Buy
+18,686
New +$465K 0.01% 516

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGO One Seven's BSMO Position: Q3 2024 in Review

MGO One Seven sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2024, closing a stake of 17,487 shares — an estimated $434K sold.

MGO One Seven first reported a position in BSMO in Q3 2022 and held it in 8 quarters. The position peaked at $589K in Q3 2023. 102 funds tracked by Wall St. Rank hold BSMO as of Q3 2024.

  • MGO One Seven reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • MGO One Seven sold 17,487 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2024, an estimated $434K.
  • MGO One Seven first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and held it in 8 quarters.
  • MGO One Seven's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $589K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.