Bank of Montreal
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Bank of Montreal’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Bank of Montreal’s Portfolio AMAX Stock Details AMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-51,574
Closed -$415K – 3834
2024
Q2 		$415K Buy
+51,574
New +$410K ﹤0.01% 2511
2024
Q1 		– Sell
-26,533
Closed -$204K – 3852
2023
Q4 		$204K Buy
+26,533
New +$194K ﹤0.01% 3127

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Bank of Montreal's AMAX Position: Q3 2024 in Review

Bank of Montreal sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2024, closing a stake of 51,574 shares — an estimated $415K sold.

Bank of Montreal first reported a position in AMAX in Q4 2023 and held it in 2 quarters. The position peaked at $415K in Q2 2024. 15 funds tracked by Wall St. Rank hold AMAX as of Q3 2024.

  • Bank of Montreal reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 51,574 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2024, an estimated $415K.
  • Bank of Montreal first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Adaptive Hedged Multi-Asset Income ETF position peaked at $415K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.