Bank of Montreal
BGLD icon

Bank of Montreal’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Bank of Montreal’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,400
Closed -$554K – 3537
2024
Q3 		$554K Buy
+24,400
New +$525K ﹤0.01% 2347

Other funds holding BGLD

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

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

Bank of Montreal sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q4 2024, closing a stake of 24,400 shares — an estimated $554K sold.

Bank of Montreal first reported a position in BGLD in Q3 2024 and held it in 1 quarter. The position peaked at $554K in Q3 2024. 28 funds tracked by Wall St. Rank hold BGLD as of Q4 2024.

  • Bank of Montreal reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 24,400 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q4 2024, an estimated $554K.
  • Bank of Montreal first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $554K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2024.

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