Bank of Montreal’s Global X SuperDividend US ETF DIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,099	Closed	-$331K	–	3924
2024 Q2	$331K	Buy	+19,099	New	+$328K	﹤0.01%	2666
2023 Q2	–	Sell	-108	Closed	-$2.06K	–	4032
2023 Q1	$2.06K	Buy	+108	New	+$1.99K	﹤0.01%	3705
2021 Q4	–	Sell	-145,303	Closed	-$2.88M	–	3572
2021 Q3	$2.88M	Sell	145,303 -191,628	-57%	-$3.79M	﹤0.01%	1900
2021 Q2	$6.79M	Buy	+336,931	New	+$6.73M	﹤0.01%	1463
2020 Q1	–	Sell	-100	Closed	-$2K	–	4237
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	4772
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	4637
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	4751
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	4141
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	4354
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	4226
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	4245
2018 Q1	$2K	Buy	+100	New	+$2.46K	﹤0.01%	4046

Other funds holding DIV

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of Montreal's DIV Position: Q3 2024 in Review

Bank of Montreal sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 19,099 shares — an estimated $331K sold.

Bank of Montreal first reported a position in DIV in Q1 2018 and held it in 12 quarters. The position peaked at $6.79M in Q2 2021. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

Bank of Montreal reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 19,099 Global X SuperDividend US ETF shares in Q3 2024, an estimated $331K.
Bank of Montreal first reported a position in Global X SuperDividend US ETF in Q1 2018 and held it in 12 quarters.
Bank of Montreal's Global X SuperDividend US ETF position peaked at $6.79M in Q2 2021.
109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.