Bank of Montreal’s Global X ClimateTech ETF CTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,290	Closed	-$530K	–	4020
2023 Q3	$530K	Buy	7,290 +6,104	+515%	+$399K	﹤0.01%	2417
2023 Q2	$91.3K	Sell	1,186 -9,245	-89%	-$681K	﹤0.01%	3472
2023 Q1	$837K	Buy	+10,431	New	+$825K	﹤0.01%	2153

Other funds holding CTEC

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of Montreal's CTEC Position: Q4 2023 in Review

Bank of Montreal sold out of Global X ClimateTech ETF (CTEC) in Q4 2023, closing a stake of 7,290 shares — an estimated $530K sold.

Bank of Montreal first reported a position in CTEC in Q1 2023 and held it in 3 quarters. The position peaked at $837K in Q1 2023. 31 funds tracked by Wall St. Rank hold CTEC as of Q4 2023.

Bank of Montreal reported no remaining Global X ClimateTech ETF position as of Q4 2023 after selling out during the quarter.
Bank of Montreal sold 7,290 Global X ClimateTech ETF shares in Q4 2023, an estimated $530K.
Bank of Montreal first reported a position in Global X ClimateTech ETF in Q1 2023 and held it in 3 quarters.
Bank of Montreal's Global X ClimateTech ETF position peaked at $837K in Q1 2023.
31 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.