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Willis Johnson & Associates’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Willis Johnson & Associates’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$994K Buy
45,347
+324
+0.7% +$7.1K 0.06% 64
2026
Q1 		$982K Buy
+45,023
New +$996K 0.06% 79

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Willis Johnson & Associates increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.72% in Q2 2026, buying an estimated $7.1K and bringing the position to 45,347 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #64.

Willis Johnson & Associates first reported a position in BSMU in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Willis Johnson & Associates held 45,347 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $994K as of Q2 2026.
  • Willis Johnson & Associates bought 324 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $7.1K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #64 holding.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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