Bank of Montreal’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Buy	+3,300	New	+$104K	﹤0.01%	3222

Other funds holding FBUF

GTAM

Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Bank of Montreal's FBUF Position: Q2 2026 in Review

Bank of Montreal opened a new position in Fidelity Dynamic Buffered Equity ETF (FBUF) in Q2 2026: 3,300 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #3222 among its holdings.

11 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

Bank of Montreal held 3,300 shares of Fidelity Dynamic Buffered Equity ETF worth $106K as of Q2 2026.
Fidelity Dynamic Buffered Equity ETF was a new Bank of Montreal position in Q2 2026.
Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3222 holding.
11 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.