Bank of Montreal
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Bank of Montreal’s ActivePassive International Equity ETF APIE Stock Holding History

Bank of Montreal’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,424
Closed -$100K – 3845
2024
Q2 		$100K Buy
+3,424
New +$97.1K ﹤0.01% 3235

Other funds holding APIE

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 $374B AUM 17.66% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Bank of Montreal sold out of ActivePassive International Equity ETF (APIE) in Q3 2024, closing a stake of 3,424 shares — an estimated $100K sold.

Bank of Montreal first reported a position in APIE in Q2 2024 and held it in 1 quarter. The position peaked at $100K in Q2 2024. 25 funds tracked by Wall St. Rank hold APIE as of Q3 2024.

  • Bank of Montreal reported no remaining ActivePassive International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,424 ActivePassive International Equity ETF shares in Q3 2024, an estimated $100K.
  • Bank of Montreal first reported a position in ActivePassive International Equity ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's ActivePassive International Equity ETF position peaked at $100K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q3 2024.

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