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 Q2	–	Sell	-2,251	Closed	-$48.8K	–	3863
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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

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

MCP

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

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

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

Bank of Montreal sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2026, closing a stake of 2,251 shares — an estimated $48.8K sold.

Bank of Montreal first reported a position in BSJS in Q3 2023 and held it in 3 quarters. The position peaked at $857K in Q1 2025. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Bank of Montreal reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 2,251 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $48.8K.
Bank of Montreal first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
Bank of Montreal's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $857K in Q1 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

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