Bank of Montreal
BSMO

Bank of Montreal’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Bank of Montreal’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,613
Closed -$64.8K – 4022
2024
Q3 		$64.8K Sell
2,613
-84,676
-97% -$2.1M ﹤0.01% 3354
2024
Q2 		$2.17M Sell
87,289
-124,331
-59% -$3.08M ﹤0.01% 1624
2024
Q1 		$5.25M Buy
+211,620
New +$5.25M ﹤0.01% 1202
2023
Q3 		– Sell
-69,704
Closed -$1.73M – 4317
2023
Q2 		$1.73M Buy
+69,704
New +$1.72M ﹤0.01% 1885

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's BSMO Position: Q4 2024 in Review

Bank of Montreal sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 2,613 shares — an estimated $64.8K sold.

Bank of Montreal first reported a position in BSMO in Q2 2023 and held it in 4 quarters. The position peaked at $5.25M in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Bank of Montreal reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,613 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $64.8K.
  • Bank of Montreal first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $5.25M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.