Bank of Montreal
BSJT icon

Bank of Montreal’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Bank of Montreal’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-75,533
Closed -$1.59M – 3532
2025
Q1 		$1.59M Buy
+75,533
New +$1.62M ﹤0.01% 1609
2024
Q1 		– Sell
-20,894
Closed -$446K – 3912
2023
Q4 		$446K Buy
+20,894
New +$423K ﹤0.01% 2580
2023
Q3 		– Sell
-4,596
Closed -$93.6K – 3829
2023
Q2 		$93.6K Buy
+4,596
New +$93.3K ﹤0.01% 3461

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Bank of Montreal's BSJT Position: Q2 2025 in Review

Bank of Montreal sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2025, closing a stake of 75,533 shares — an estimated $1.59M sold.

Bank of Montreal first reported a position in BSJT in Q2 2023 and held it in 3 quarters. The position peaked at $1.59M in Q1 2025. 85 funds tracked by Wall St. Rank hold BSJT as of Q2 2025.

  • Bank of Montreal reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 75,533 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.59M.
  • Bank of Montreal first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.59M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.