Bank of Montreal
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Bank of Montreal’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Bank of Montreal’s Portfolio ETHO Stock Details ETHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-769
Closed -$27K – 4771
2018
Q2 		$27K Hold
769
– – ﹤0.01% 3642
2018
Q1 		$26K Buy
769
+655
+575% +$22.8K ﹤0.01% 3479
2017
Q4 		$4K Hold
114
– – ﹤0.01% 3956
2017
Q3 		$4K Hold
114
– – ﹤0.01% 3903
2017
Q2 		$3K Hold
114
– – ﹤0.01% 3954
2017
Q1 		$3K Hold
114
– – ﹤0.01% 3772
2016
Q4 		$3K Buy
+114
New +$3.1K ﹤0.01% 3824

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Cambridge Investment Research Advisors
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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of Montreal's ETHO Position: Q3 2018 in Review

Bank of Montreal sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2018, closing a stake of 769 shares — an estimated $27K sold.

Bank of Montreal first reported a position in ETHO in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q2 2018. 18 funds tracked by Wall St. Rank hold ETHO as of Q3 2018.

  • Bank of Montreal reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2018 after selling out during the quarter.
  • Bank of Montreal sold 769 Amplify Etho Climate Leadership US ETF shares in Q3 2018, an estimated $27K.
  • Bank of Montreal first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2016 and held it in 7 quarters.
  • Bank of Montreal's Amplify Etho Climate Leadership US ETF position peaked at $27K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2018.

Based on Bank of Montreal's 13F filing for Q3 2018, filed 12 Oct 2018.