Bank of Montreal
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Bank of Montreal’s ActivePassive Core Bond ETF APCB Stock Holding History

Bank of Montreal’s Portfolio APCB Stock Details APCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,235
Closed -$95.4K – 3844
2024
Q2 		$95.4K Buy
+3,235
New +$94.2K ﹤0.01% 3248

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Bank of Montreal sold out of ActivePassive Core Bond ETF (APCB) in Q3 2024, closing a stake of 3,235 shares — an estimated $95.4K sold.

Bank of Montreal first reported a position in APCB in Q2 2024 and held it in 1 quarter. The position peaked at $95.4K in Q2 2024. 21 funds tracked by Wall St. Rank hold APCB as of Q3 2024.

  • Bank of Montreal reported no remaining ActivePassive Core Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,235 ActivePassive Core Bond ETF shares in Q3 2024, an estimated $95.4K.
  • Bank of Montreal first reported a position in ActivePassive Core Bond ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's ActivePassive Core Bond ETF position peaked at $95.4K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2024.

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