Bank of Montreal’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.8K	Buy	+2,251	New	+$49.4K	﹤0.01%	3302
2025 Q2	–	Sell	-39,600	Closed	-$857K	–	3531
2025 Q1	$857K	Buy	+39,600	New	+$868K	﹤0.01%	1899
2023 Q4	–	Sell	-23,954	Closed	-$501K	–	3994
2023 Q3	$501K	Buy	+23,954	New	+$501K	﹤0.01%	2457

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bank of Montreal opened a new position in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2026: 2,251 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #3302 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in BSJS as recently as Q1 2025.

Bank of Montreal first reported a position in BSJS in Q3 2023 and has held it in 3 quarters since. The position peaked at $857K in Q1 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Bank of Montreal held 2,251 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $48.8K as of Q1 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF was a new Bank of Montreal position in Q1 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3302 holding.
Bank of Montreal first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
Bank of Montreal's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $857K in Q1 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

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