Bank of Montreal
BSCV icon

Bank of Montreal’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Bank of Montreal’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$16 – 3827
2023
Q2 		$16 Buy
+1
New +$16 ﹤0.01% 3930

Other funds holding BSCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's BSCV Position: Q3 2023 in Review

Bank of Montreal sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q3 2023, closing a stake of 1 share — an estimated $16 sold.

Bank of Montreal first reported a position in BSCV in Q2 2023 and held it in 1 quarter. The position peaked at $16 in Q2 2023. 50 funds tracked by Wall St. Rank hold BSCV as of Q3 2023.

  • Bank of Montreal reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 1 Invesco BulletShares 2031 Corporate Bond ETF share in Q3 2023, an estimated $16.
  • Bank of Montreal first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $16 in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.