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 Q1	$982K	Buy	+45,023	New	+$996K	0.06%	79

Other funds holding BSMU

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

HBT

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

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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Willis Johnson & Associates opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026: 45,023 shares worth $982K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings.

95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Willis Johnson & Associates held 45,023 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $982K as of Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF was a new Willis Johnson & Associates position in Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #79 holding.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

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