Willis Johnson & Associates’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Willis Johnson & Associates’s Portfolio BSMS Stock Details BSMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Buy	+42,383	New	+$999K	0.06%	77

Other funds holding BSMS

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

Willis Johnson & Associates opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026: 42,383 shares worth $992K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings.

129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

Willis Johnson & Associates held 42,383 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $992K as of Q1 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Willis Johnson & Associates position in Q1 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #77 holding.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

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