Bank of Montreal
MOON

Bank of Montreal’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Bank of Montreal’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,941
Closed -$30K – 4385
2022
Q3 		$30K Hold
1,941
– – ﹤0.01% 3738
2022
Q2 		$30K Hold
1,941
– – ﹤0.01% 3712
2022
Q1 		$41K Hold
1,941
– – ﹤0.01% 3819
2021
Q4 		$55K Buy
+1,941
New +$60.7K ﹤0.01% 3230
2021
Q3 		– Sell
-1,941
Closed -$74K – 3981
2021
Q2 		$74K Hold
1,941
– – ﹤0.01% 3376
2021
Q1 		$78K Hold
1,941
– – ﹤0.01% 3514
2020
Q4 		$68K Buy
+1,941
New +$57.9K ﹤0.01% 3787

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Bank of Montreal's MOON Position: Q4 2022 in Review

Bank of Montreal sold out of Direxion Moonshot Innovators ETF (MOON) in Q4 2022, closing a stake of 1,941 shares — an estimated $30K sold.

Bank of Montreal first reported a position in MOON in Q4 2020 and held it in 7 quarters. The position peaked at $78K in Q1 2021. 28 funds tracked by Wall St. Rank hold MOON as of Q4 2022.

  • Bank of Montreal reported no remaining Direxion Moonshot Innovators ETF position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 1,941 Direxion Moonshot Innovators ETF shares in Q4 2022, an estimated $30K.
  • Bank of Montreal first reported a position in Direxion Moonshot Innovators ETF in Q4 2020 and held it in 7 quarters.
  • Bank of Montreal's Direxion Moonshot Innovators ETF position peaked at $78K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.