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Willis Johnson & Associates’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Willis Johnson & Associates’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
42,568
+140
+0.3% +$3.3K 0.06% 60
2026
Q1 		$1M Buy
+42,428
New +$1M 0.06% 74

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Willis Johnson & Associates's BSMQ Position: Q2 2026 in Review

Willis Johnson & Associates increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.33% in Q2 2026, buying an estimated $3.3K and bringing the position to 42,568 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #60.

Willis Johnson & Associates first reported a position in BSMQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Willis Johnson & Associates held 42,568 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1M as of Q2 2026.
  • Willis Johnson & Associates bought 140 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $3.3K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #60 holding.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Willis Johnson & Associates's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.