Willis Johnson & Associates
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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
Q2 		$996K Buy
43,244
+297
+0.7% +$6.85K 0.06% 63
2026
Q1 		$989K Buy
+42,947
New +$998K 0.06% 78

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Invesco
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Atlantic Union Bankshares
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Kathmere Capital Management
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Willis Johnson & Associates's BSMT Position: Q2 2026 in Review

Willis Johnson & Associates increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.69% in Q2 2026, buying an estimated $6.85K and bringing the position to 43,244 shares worth $996K. The position accounts for 0.06% of the portfolio, ranked #63.

Willis Johnson & Associates first reported a position in BSMT in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Willis Johnson & Associates held 43,244 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $996K as of Q2 2026.
  • Willis Johnson & Associates bought 297 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $6.85K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #63 holding.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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