Bank of Montreal
IPKW icon

Bank of Montreal’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Bank of Montreal’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,590
Closed -$189K – 4046
2024
Q2 		$189K Buy
+4,590
New +$185K ﹤0.01% 3020

Other funds holding IPKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2024, closing a stake of 4,590 shares — an estimated $189K sold.

Bank of Montreal first reported a position in IPKW in Q2 2024 and held it in 1 quarter. The position peaked at $189K in Q2 2024. 51 funds tracked by Wall St. Rank hold IPKW as of Q3 2024.

  • Bank of Montreal reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,590 Invesco International BuyBack Achievers ETF shares in Q3 2024, an estimated $189K.
  • Bank of Montreal first reported a position in Invesco International BuyBack Achievers ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's Invesco International BuyBack Achievers ETF position peaked at $189K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2024.

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