Bank of Montreal’s abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF BCIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,700	Closed	-$451K	–	3534
2024 Q3	$451K	Sell	18,700 -10,550	-36%	-$238K	﹤0.01%	2491
2024 Q2	$728K	Buy	29,250 +21,890	+297%	+$526K	﹤0.01%	2204
2024 Q1	$162K	Buy	+7,360	New	+$155K	﹤0.01%	3133
2023 Q4	–	Sell	-5,804	Closed	-$129K	–	3979
2023 Q3	$129K	Buy	5,804 +2,635	+83%	+$58K	﹤0.01%	3223
2023 Q2	$71.9K	Buy	+3,169	New	+$71.7K	﹤0.01%	3526

Other funds holding BCIM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Bank of Montreal's BCIM Position: Q4 2024 in Review

Bank of Montreal sold out of abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM) in Q4 2024, closing a stake of 18,700 shares — an estimated $451K sold.

Bank of Montreal first reported a position in BCIM in Q2 2023 and held it in 5 quarters. The position peaked at $728K in Q2 2024. 12 funds tracked by Wall St. Rank hold BCIM as of Q4 2024.

Bank of Montreal reported no remaining abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 18,700 abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF shares in Q4 2024, an estimated $451K.
Bank of Montreal first reported a position in abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF in Q2 2023 and held it in 5 quarters.
Bank of Montreal's abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF position peaked at $728K in Q2 2024.
12 funds tracked by Wall St. Rank held abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.