Bank of Montreal
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Bank of Montreal’s AXS Green Alpha ETF NXTE Stock Holding History

Bank of Montreal’s Portfolio NXTE Stock Details NXTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,819
Closed -$832K – 4133
2024
Q1 		$832K Buy
+24,819
New +$804K ﹤0.01% 2113

Other funds holding NXTE

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Bank of Montreal's NXTE Position: Q2 2024 in Review

Bank of Montreal sold out of AXS Green Alpha ETF (NXTE) in Q2 2024, closing a stake of 24,819 shares — an estimated $832K sold.

Bank of Montreal first reported a position in NXTE in Q1 2024 and held it in 1 quarter. The position peaked at $832K in Q1 2024. 14 funds tracked by Wall St. Rank hold NXTE as of Q2 2024.

  • Bank of Montreal reported no remaining AXS Green Alpha ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 24,819 AXS Green Alpha ETF shares in Q2 2024, an estimated $832K.
  • Bank of Montreal first reported a position in AXS Green Alpha ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's AXS Green Alpha ETF position peaked at $832K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.