Willis Johnson & Associates’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$989K	Buy	+42,947	New	+$998K	0.06%	78

Other funds holding BSMT

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

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

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

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

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

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

KCM

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

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Willis Johnson & Associates opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026: 42,947 shares worth $989K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings.

115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Willis Johnson & Associates held 42,947 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $989K as of Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Willis Johnson & Associates position in Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #78 holding.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

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