Bank of Montreal
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Bank of Montreal’s Avantis US Equity ETF AVUS Stock Holding History

Bank of Montreal’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Buy
2,373
+259
+12% +$29.7K ﹤0.01% 2757
2025
Q4 		$236K Buy
2,114
+1,932
+1,062% +$213K ﹤0.01% 2744
2025
Q3 		$19.8K Buy
+182
New +$19.1K ﹤0.01% 3285
2024
Q3 		– Sell
-977
Closed -$88.8K – 3856
2024
Q2 		$88.8K Sell
977
-494
-34% -$43.6K ﹤0.01% 3270
2024
Q1 		$132K Buy
+1,471
New +$124K ﹤0.01% 3209

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Bank of Montreal's AVUS Position: Q1 2026 in Review

Bank of Montreal increased its Avantis US Equity ETF (AVUS) stake by 12% in Q1 2026, buying an estimated $29.7K and bringing the position to 2,373 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Bank of Montreal first reported a position in AVUS in Q1 2024 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Bank of Montreal held 2,373 shares of Avantis US Equity ETF worth $264K as of Q1 2026.
  • Bank of Montreal bought 259 Avantis US Equity ETF shares in Q1 2026, an estimated $29.7K.
  • Avantis US Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2757 holding.
  • Bank of Montreal first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 5 quarters since.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.