Willis Johnson & Associates
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Willis Johnson & Associates’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Willis Johnson & Associates’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
2026
Q2 		$1M Buy
42,318
+167
+0.4% +$3.95K 0.06% 61
2026
Q1 		$997K Buy
+42,151
New +$1M 0.06% 76

Other funds holding BSMR

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Willis Johnson & Associates increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.4% in Q2 2026, buying an estimated $3.95K and bringing the position to 42,318 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #61.

Willis Johnson & Associates first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Willis Johnson & Associates held 42,318 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1M as of Q2 2026.
  • Willis Johnson & Associates bought 167 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $3.95K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #61 holding.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

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