MOS
BSMZ

MGO One Seven’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

MGO One Seven’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$558K Hold
21,763
– – 0.01% 928
2026
Q1 		$547K Buy
21,763
+5,267
+32% +$135K 0.01% 876
2025
Q4 		$420K Buy
+16,496
New +$419K 0.01% 960

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MGO One Seven's BSMZ Position: Q2 2026 in Review

MGO One Seven held its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) position steady in Q2 2026 at 21,763 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #928.

MGO One Seven first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • MGO One Seven held 21,763 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $558K as of Q2 2026.
  • MGO One Seven left its Invesco BulletShares 2035 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #928 holding.
  • MGO One Seven first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.