Bank of Montreal
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Bank of Montreal’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Bank of Montreal’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,911
Closed -$48.9K – 3864
2026
Q1 		$48.9K Sell
1,911
-43,974
-96% -$1.14M ﹤0.01% 3300
2025
Q4 		$1.2M Buy
+45,885
New +$1.2M ﹤0.01% 1884

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q2 2026, closing a stake of 1,911 shares — an estimated $48.9K sold.

Bank of Montreal first reported a position in BSJU in Q4 2025 and held it in 2 quarters. The position peaked at $1.2M in Q4 2025. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Bank of Montreal reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 1,911 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $48.9K.
  • Bank of Montreal first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Bank of Montreal's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $1.2M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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