Bank of Montreal
AIPI

Bank of Montreal’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Bank of Montreal’s Portfolio AIPI Stock Details AIPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.8K Hold
1,779
– – ﹤0.01% 3248
2025
Q4 		$71.8K Buy
+1,779
New +$75.1K ﹤0.01% 3120

Other funds holding AIPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Bank of Montreal held its REX AI Equity Premium Income ETF (AIPI) position steady in Q1 2026 at 1,779 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3248.

Bank of Montreal first reported a position in AIPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $71.8K in Q4 2025. 27 funds tracked by Wall St. Rank hold AIPI as of Q1 2026.

  • Bank of Montreal held 1,779 shares of REX AI Equity Premium Income ETF worth $59.8K as of Q1 2026.
  • Bank of Montreal left its REX AI Equity Premium Income ETF share count unchanged in Q1 2026.
  • REX AI Equity Premium Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3248 holding.
  • Bank of Montreal first reported a position in REX AI Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's REX AI Equity Premium Income ETF position peaked at $71.8K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q1 2026.

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