Bank of Montreal
HELS

Bank of Montreal’s Hedgeye 130/30 Equity ETF HELS Stock Holding History

Bank of Montreal’s Portfolio HELS Stock Details HELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
+2,324
New +$58.2K ﹤0.01% 3263

Other funds holding HELS

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

Bank of Montreal's HELS Position: Q1 2026 in Review

Bank of Montreal opened a new position in Hedgeye 130/30 Equity ETF (HELS) in Q1 2026: 2,324 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #3263 among its holdings.

11 funds tracked by Wall St. Rank hold HELS as of Q1 2026.

  • Bank of Montreal held 2,324 shares of Hedgeye 130/30 Equity ETF worth $54.9K as of Q1 2026.
  • Hedgeye 130/30 Equity ETF was a new Bank of Montreal position in Q1 2026.
  • Hedgeye 130/30 Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3263 holding.
  • 11 funds tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.