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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGO One Seven's BSMZ Position: Q1 2026 in Review

MGO One Seven increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 32% in Q1 2026, buying an estimated $135K and bringing the position to 21,763 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #876.

MGO One Seven first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • MGO One Seven held 21,763 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $547K as of Q1 2026.
  • MGO One Seven bought 5,267 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $135K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #876 holding.
  • MGO One Seven first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.