MOS
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MGO One Seven’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

MGO One Seven’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,638
Closed -$203K – 1205
2025
Q1 		$203K Buy
+8,638
New +$204K 0.01% 1028
2023
Q4 		– Sell
-8,819
Closed -$202K – 909
2023
Q3 		$202K Buy
+8,819
New +$206K 0.02% 757
2023
Q2 		– Sell
-8,819
Closed -$211K – 809
2023
Q1 		$211K Hold
8,819
– – 0.01% 776
2022
Q4 		$207K Buy
+8,819
New +$204K 0.02% 662

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MGO One Seven sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2025, closing a stake of 8,638 shares — an estimated $203K sold.

MGO One Seven first reported a position in BSMR in Q4 2022 and held it in 4 quarters. The position peaked at $211K in Q1 2023. 120 funds tracked by Wall St. Rank hold BSMR as of Q2 2025.

  • MGO One Seven reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MGO One Seven sold 8,638 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2025, an estimated $203K.
  • MGO One Seven first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • MGO One Seven's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $211K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2025.

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