MOS
BSMP

MGO One Seven’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

MGO One Seven’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,392
Closed -$205K – 1204
2025
Q1 		$205K Buy
8,392
+15
+0.2% +$368 0.01% 1022
2024
Q4 		$205K Buy
+8,377
New +$206K 0.01% 1007
2024
Q3 		– Sell
-16,412
Closed -$399K – 991
2024
Q2 		$399K Buy
16,412
+1,373
+9% +$33.4K 0.02% 649
2024
Q1 		$366K Buy
15,039
+450
+3% +$11K 0.02% 659
2023
Q4 		$358K Sell
14,589
-2,779
-16% -$67.3K 0.02% 649
2023
Q3 		$417K Buy
17,368
+9,094
+110% +$221K 0.03% 500
2023
Q2 		$201K Sell
8,274
-8,575
-51% -$209K 0.02% 726
2023
Q1 		$413K Hold
16,849
– – 0.03% 537
2022
Q4 		$410K Buy
16,849
+4,350
+35% +$105K 0.04% 462
2022
Q3 		$239 Buy
+12,499
New +$307K 0.01% 606

Other funds holding BSMP

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

MGO One Seven's BSMP Position: Q2 2025 in Review

MGO One Seven sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 8,392 shares — an estimated $205K sold.

MGO One Seven first reported a position in BSMP in Q3 2022 and held it in 10 quarters. The position peaked at $417K in Q3 2023. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • MGO One Seven reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MGO One Seven sold 8,392 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $205K.
  • MGO One Seven first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2022 and held it in 10 quarters.
  • MGO One Seven's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $417K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on MGO One Seven's 13F filing for Q2 2025, filed 25 Jul 2025.