Bank of Montreal’s UVA Unconstrained Medium-Term Fixed Income ETF FFIU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-400	Closed	-$8.8K	–	3956
2024 Q2	$8.8K	Sell	400 -7,613	-95%	-$164K	﹤0.01%	3666
2024 Q1	$176K	Buy	8,013 +865	+12%	+$19K	﹤0.01%	3107
2023 Q4	$161K	Sell	7,148 -14,595	-67%	-$309K	﹤0.01%	3213
2023 Q3	$475K	Buy	+21,743	New	+$465K	﹤0.01%	2492

Other funds holding FFIU

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal sold out of UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) in Q3 2024, closing a stake of 400 shares — an estimated $8.8K sold.

Bank of Montreal first reported a position in FFIU in Q3 2023 and held it in 4 quarters. The position peaked at $475K in Q3 2023. 3 funds tracked by Wall St. Rank hold FFIU as of Q3 2024.

Bank of Montreal reported no remaining UVA Unconstrained Medium-Term Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 400 UVA Unconstrained Medium-Term Fixed Income ETF shares in Q3 2024, an estimated $8.8K.
Bank of Montreal first reported a position in UVA Unconstrained Medium-Term Fixed Income ETF in Q3 2023 and held it in 4 quarters.
Bank of Montreal's UVA Unconstrained Medium-Term Fixed Income ETF position peaked at $475K in Q3 2023.
3 funds tracked by Wall St. Rank held UVA Unconstrained Medium-Term Fixed Income ETF as of Q3 2024.

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