Bank of Montreal’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Buy	100,623 +98,466	+4,565%	+$2.21M	﹤0.01%	1690
2026 Q1	$48.2K	Buy	+2,157	New	+$48.6K	﹤0.01%	3306
2025 Q2	–	Sell	-14,601	Closed	-$327K	–	3530
2025 Q1	$327K	Buy	+14,601	New	+$329K	﹤0.01%	2461

Other funds holding BSJR

MCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of Montreal's BSJR Position: Q2 2026 in Review

Bank of Montreal increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 4,565% in Q2 2026, buying an estimated $2.21M and bringing the position to 100,623 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Bank of Montreal first reported a position in BSJR in Q1 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Bank of Montreal held 100,623 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.25M as of Q2 2026.
Bank of Montreal bought 98,466 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.21M.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1690 holding.
Bank of Montreal first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.