Bank of Montreal
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Bank of Montreal’s ActivePassive US Equity ETF APUE Stock Holding History

Bank of Montreal’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,477
Closed -$217K – 3848
2024
Q2 		$217K Buy
+6,477
New +$208K ﹤0.01% 2949

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Bank of Montreal sold out of ActivePassive US Equity ETF (APUE) in Q3 2024, closing a stake of 6,477 shares — an estimated $217K sold.

Bank of Montreal first reported a position in APUE in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 32 funds tracked by Wall St. Rank hold APUE as of Q3 2024.

  • Bank of Montreal reported no remaining ActivePassive US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 6,477 ActivePassive US Equity ETF shares in Q3 2024, an estimated $217K.
  • Bank of Montreal first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's ActivePassive US Equity ETF position peaked at $217K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2024.

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