Bank of Montreal’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,170	Closed	-$514K	–	4339
2024 Q1	$514K	Buy	+21,170	New	+$500K	﹤0.01%	2419

Other funds holding GDVD

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q2 2024, closing a stake of 21,170 shares — an estimated $514K sold.

Bank of Montreal first reported a position in GDVD in Q1 2024 and held it in 1 quarter. The position peaked at $514K in Q1 2024. 7 funds tracked by Wall St. Rank hold GDVD as of Q2 2024.

Bank of Montreal reported no remaining Copper Place Global Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 21,170 Copper Place Global Dividend Growth ETF shares in Q2 2024, an estimated $514K.
Bank of Montreal first reported a position in Copper Place Global Dividend Growth ETF in Q1 2024 and held it in 1 quarter.
Bank of Montreal's Copper Place Global Dividend Growth ETF position peaked at $514K in Q1 2024.
7 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q2 2024.

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