Bank of Montreal
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Bank of Montreal’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Bank of Montreal’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,119
Closed -$447K – 3834
2023
Q2 		$447K Buy
+21,119
New +$448K ﹤0.01% 2666

Other funds holding BSMV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of Montreal's BSMV Position: Q3 2023 in Review

Bank of Montreal sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2023, closing a stake of 21,119 shares — an estimated $447K sold.

Bank of Montreal first reported a position in BSMV in Q2 2023 and held it in 1 quarter. The position peaked at $447K in Q2 2023. 25 funds tracked by Wall St. Rank hold BSMV as of Q3 2023.

  • Bank of Montreal reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 21,119 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2023, an estimated $447K.
  • Bank of Montreal first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $447K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.