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 Q1	$997K	Buy	+42,151	New	+$1M	0.06%	76

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Willis Johnson & Associates's BSMR Position: Q1 2026 in Review

Willis Johnson & Associates opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026: 42,151 shares worth $997K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings.

142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Willis Johnson & Associates held 42,151 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $997K as of Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new Willis Johnson & Associates position in Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #76 holding.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.