Bank of Montreal
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Bank of Montreal’s Global X Clean Water ETF AQWA Stock Holding History

Bank of Montreal’s Portfolio AQWA Stock Details AQWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,874
Closed -$68K – 3834
2024
Q1 		$68K Sell
3,874
-1,376
-26% -$22.7K ﹤0.01% 3386
2023
Q4 		$86.6K Buy
+5,250
New +$78.7K ﹤0.01% 3417

Other funds holding AQWA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Bank of Montreal's AQWA Position: Q2 2024 in Review

Bank of Montreal sold out of Global X Clean Water ETF (AQWA) in Q2 2024, closing a stake of 3,874 shares — an estimated $68K sold.

Bank of Montreal first reported a position in AQWA in Q4 2023 and held it in 2 quarters. The position peaked at $86.6K in Q4 2023. 12 funds tracked by Wall St. Rank hold AQWA as of Q2 2024.

  • Bank of Montreal reported no remaining Global X Clean Water ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,874 Global X Clean Water ETF shares in Q2 2024, an estimated $68K.
  • Bank of Montreal first reported a position in Global X Clean Water ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Global X Clean Water ETF position peaked at $86.6K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Global X Clean Water ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.