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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
Q2 		$999K Buy
42,611
+228
+0.5% +$5.34K 0.06% 62
2026
Q1 		$992K Buy
+42,383
New +$999K 0.06% 77

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Willis Johnson & Associates increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.54% in Q2 2026, buying an estimated $5.34K and bringing the position to 42,611 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #62.

Willis Johnson & Associates first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Willis Johnson & Associates held 42,611 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $999K as of Q2 2026.
  • Willis Johnson & Associates bought 228 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $5.34K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #62 holding.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

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