Bank of Montreal
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Bank of Montreal’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Bank of Montreal’s Portfolio DIVS Stock Details DIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,132
Closed -$159K – 3958
2023
Q4 		$159K Buy
+6,132
New +$151K ﹤0.01% 3221

Other funds holding DIVS

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Bank of Montreal's DIVS Position: Q1 2024 in Review

Bank of Montreal sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q1 2024, closing a stake of 6,132 shares — an estimated $159K sold.

Bank of Montreal first reported a position in DIVS in Q4 2023 and held it in 1 quarter. The position peaked at $159K in Q4 2023. 19 funds tracked by Wall St. Rank hold DIVS as of Q1 2024.

  • Bank of Montreal reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 6,132 Guinness Atkinson Dividend Builder ETF shares in Q1 2024, an estimated $159K.
  • Bank of Montreal first reported a position in Guinness Atkinson Dividend Builder ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Guinness Atkinson Dividend Builder ETF position peaked at $159K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.