Bank of Montreal
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Bank of Montreal’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Bank of Montreal’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,865
Closed -$597K – 3866
2024
Q1 		$597K Buy
+26,865
New +$598K ﹤0.01% 2328
2023
Q3 		– Sell
-24,938
Closed -$549K – 3833
2023
Q2 		$549K Buy
+24,938
New +$550K ﹤0.01% 2533

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's BSMU Position: Q2 2024 in Review

Bank of Montreal sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2024, closing a stake of 26,865 shares — an estimated $597K sold.

Bank of Montreal first reported a position in BSMU in Q2 2023 and held it in 2 quarters. The position peaked at $597K in Q1 2024. 54 funds tracked by Wall St. Rank hold BSMU as of Q2 2024.

  • Bank of Montreal reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 26,865 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2024, an estimated $597K.
  • Bank of Montreal first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $597K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.