Bank of Montreal
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Bank of Montreal’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Bank of Montreal’s Portfolio INDS Stock Details INDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,486
Closed -$471K – 4104
2023
Q4 		$471K Buy
+11,486
New +$414K ﹤0.01% 2544
2023
Q2 		– Sell
-53,793
Closed -$2.18M – 4134
2023
Q1 		$2.18M Buy
53,793
+51,030
+1,847% +$2.03M ﹤0.01% 1659
2022
Q4 		$103K Buy
+2,763
New +$102K ﹤0.01% 3360

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's INDS Position: Q1 2024 in Review

Bank of Montreal sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2024, closing a stake of 11,486 shares — an estimated $471K sold.

Bank of Montreal first reported a position in INDS in Q4 2022 and held it in 3 quarters. The position peaked at $2.18M in Q1 2023. 73 funds tracked by Wall St. Rank hold INDS as of Q1 2024.

  • Bank of Montreal reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,486 Pacer Industrial Real Estate ETF shares in Q1 2024, an estimated $471K.
  • Bank of Montreal first reported a position in Pacer Industrial Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Bank of Montreal's Pacer Industrial Real Estate ETF position peaked at $2.18M in Q1 2023.
  • 73 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.