Bank of Montreal
AIVC

Bank of Montreal’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Bank of Montreal’s Portfolio AIVC Stock Details AIVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,729
Closed -$155K – 4412
2023
Q4 		$155K Buy
+3,729
New +$137K ﹤0.01% 3233
2023
Q3 		– Sell
-16,272
Closed -$597K – 4299
2023
Q2 		$597K Sell
16,272
-4,728
-23% -$156K ﹤0.01% 2468
2023
Q1 		$681K Buy
+21,000
New +$662K ﹤0.01% 2281

Other funds holding AIVC

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Bank of Montreal's AIVC Position: Q1 2024 in Review

Bank of Montreal sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q1 2024, closing a stake of 3,729 shares — an estimated $155K sold.

Bank of Montreal first reported a position in AIVC in Q1 2023 and held it in 3 quarters. The position peaked at $681K in Q1 2023. 11 funds tracked by Wall St. Rank hold AIVC as of Q1 2024.

  • Bank of Montreal reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,729 Amplify Bloomberg AI Equal Weight ETF shares in Q1 2024, an estimated $155K.
  • Bank of Montreal first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q1 2023 and held it in 3 quarters.
  • Bank of Montreal's Amplify Bloomberg AI Equal Weight ETF position peaked at $681K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.