Bank of Montreal

Bank of Montreal’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Bank of Montreal’s Portfolio AVUQ Stock Details AVUQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$849K	Buy	+12,871	New	+$826K	﹤0.01%	2168

Other funds holding AVUQ

American Century Companies

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $652M AUM

Bank of Montreal's AVUQ Position: Q2 2026 in Review

Bank of Montreal opened a new position in Avantis U.S. Quality ETF (AVUQ) in Q2 2026: 12,871 shares worth $849K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings.

22 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

Bank of Montreal held 12,871 shares of Avantis U.S. Quality ETF worth $849K as of Q2 2026.
Avantis U.S. Quality ETF was a new Bank of Montreal position in Q2 2026.
Avantis U.S. Quality ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2168 holding.
22 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.