Bank of Montreal
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Bank of Montreal’s Franklin Intelligent Machines ETF IQM Stock Holding History

Bank of Montreal’s Portfolio IQM Stock Details IQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,836
Closed -$568K – 4144
2023
Q3 		$568K Buy
+12,836
New +$604K ﹤0.01% 2378

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's IQM Position: Q4 2023 in Review

Bank of Montreal sold out of Franklin Intelligent Machines ETF (IQM) in Q4 2023, closing a stake of 12,836 shares — an estimated $568K sold.

Bank of Montreal first reported a position in IQM in Q3 2023 and held it in 1 quarter. The position peaked at $568K in Q3 2023. 10 funds tracked by Wall St. Rank hold IQM as of Q4 2023.

  • Bank of Montreal reported no remaining Franklin Intelligent Machines ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 12,836 Franklin Intelligent Machines ETF shares in Q4 2023, an estimated $568K.
  • Bank of Montreal first reported a position in Franklin Intelligent Machines ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Franklin Intelligent Machines ETF position peaked at $568K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.