Bank of Montreal’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Bank of Montreal’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$954K	Buy	+41,161	New	+$957K	﹤0.01%	2063
2025 Q2	–	Sell	-91,700	Closed	-$2.13M	–	3529
2025 Q1	$2.13M	Buy	+91,700	New	+$2.14M	﹤0.01%	1482

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's BSJQ Position: Q1 2026 in Review

Bank of Montreal opened a new position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2026: 41,161 shares worth $954K. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in BSJQ as recently as Q1 2025.

Bank of Montreal first reported a position in BSJQ in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.13M in Q1 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Bank of Montreal held 41,161 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $954K as of Q1 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF was a new Bank of Montreal position in Q1 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2063 holding.
Bank of Montreal first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
Bank of Montreal's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.13M in Q1 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.