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 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 $94B AUM 20.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Bank of Montreal opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026: 2,157 shares worth $48.2K. The stake represents ﹤0.01% of the portfolio and ranks #3306 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in BSJR as recently as Q1 2025.

Bank of Montreal first reported a position in BSJR in Q1 2025 and has held it in 2 quarters since. The position peaked at $327K in Q1 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Bank of Montreal held 2,157 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $48.2K as of Q1 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Bank of Montreal position in Q1 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3306 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 2 quarters since.
Bank of Montreal's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $327K in Q1 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

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