Bank of Montreal
DYLD icon

Bank of Montreal’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Bank of Montreal’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,832
Closed -$471K – 3938
2024
Q1 		$471K Buy
+20,832
New +$470K ﹤0.01% 2478

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal's DYLD Position: Q2 2024 in Review

Bank of Montreal sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q2 2024, closing a stake of 20,832 shares — an estimated $471K sold.

Bank of Montreal first reported a position in DYLD in Q1 2024 and held it in 1 quarter. The position peaked at $471K in Q1 2024. 26 funds tracked by Wall St. Rank hold DYLD as of Q2 2024.

  • Bank of Montreal reported no remaining LeaderShares Dynamic Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 20,832 LeaderShares Dynamic Yield ETF shares in Q2 2024, an estimated $471K.
  • Bank of Montreal first reported a position in LeaderShares Dynamic Yield ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's LeaderShares Dynamic Yield ETF position peaked at $471K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.