MGO One Seven
BSMZ icon

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
Q3 		$512K Hold
21,763
– – 0.01% 956
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

MGO One Seven's BSMZ Position: Q3 2026 in Review

MGO One Seven held its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) position steady in Q3 2026 at 21,763 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #956.

MGO One Seven first reported a position in BSMZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $558K in Q2 2026. 9 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • MGO One Seven held 21,763 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $512K as of Q3 2026.
  • MGO One Seven left its Invesco BulletShares 2035 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of MGO One Seven's portfolio in Q3 2026, its #956 holding.
  • MGO One Seven first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • MGO One Seven's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $558K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.