Bank of Montreal
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Bank of Montreal’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Bank of Montreal’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7K Buy
1,872
+478
+34% +$12.7K ﹤0.01% 3303
2025
Q4 		$37.2K Buy
+1,394
New +$37.1K ﹤0.01% 3251

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Bank of Montreal increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 34% in Q1 2026, buying an estimated $12.7K and bringing the position to 1,872 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Bank of Montreal first reported a position in BSJV in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Bank of Montreal held 1,872 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $48.7K as of Q1 2026.
  • Bank of Montreal bought 478 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $12.7K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3303 holding.
  • Bank of Montreal first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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