Bank of Montreal’s Simplify Macro Strategy ETF FIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,670	Closed	-$209K	–	3657
2024 Q3	$209K	Buy	+9,670	New	+$206K	﹤0.01%	3010

Other funds holding FIG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal's FIG Position: Q4 2024 in Review

Bank of Montreal sold out of Simplify Macro Strategy ETF (FIG) in Q4 2024, closing a stake of 9,670 shares — an estimated $209K sold.

Bank of Montreal first reported a position in FIG in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 7 funds tracked by Wall St. Rank hold FIG as of Q4 2024.

Bank of Montreal reported no remaining Simplify Macro Strategy ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 9,670 Simplify Macro Strategy ETF shares in Q4 2024, an estimated $209K.
Bank of Montreal first reported a position in Simplify Macro Strategy ETF in Q3 2024 and held it in 1 quarter.
Bank of Montreal's Simplify Macro Strategy ETF position peaked at $209K in Q3 2024.
7 funds tracked by Wall St. Rank held Simplify Macro Strategy ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.