Bank of Montreal
ISDX

Bank of Montreal’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Bank of Montreal’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,610
Closed -$543K – 4409
2022
Q4 		$543K Buy
+19,610
New +$508K ﹤0.01% 2560

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's ISDX Position: Q1 2023 in Review

Bank of Montreal sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 19,610 shares — an estimated $543K sold.

Bank of Montreal first reported a position in ISDX in Q4 2022 and held it in 1 quarter. The position peaked at $543K in Q4 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • Bank of Montreal reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 19,610 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $543K.
  • Bank of Montreal first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q4 2022 and held it in 1 quarter.
  • Bank of Montreal's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $543K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.