Bank of Montreal
OCIO icon

Bank of Montreal’s ClearShares OCIO ETF OCIO Stock Holding History

Bank of Montreal’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,179
Closed -$109K – 3828
2024
Q3 		$109K Buy
+3,179
New +$106K ﹤0.01% 3220

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Envestnet Portfolio Solutions
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CT
Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's OCIO Position: Q4 2024 in Review

Bank of Montreal sold out of ClearShares OCIO ETF (OCIO) in Q4 2024, closing a stake of 3,179 shares — an estimated $109K sold.

Bank of Montreal first reported a position in OCIO in Q3 2024 and held it in 1 quarter. The position peaked at $109K in Q3 2024. 10 funds tracked by Wall St. Rank hold OCIO as of Q4 2024.

  • Bank of Montreal reported no remaining ClearShares OCIO ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,179 ClearShares OCIO ETF shares in Q4 2024, an estimated $109K.
  • Bank of Montreal first reported a position in ClearShares OCIO ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's ClearShares OCIO ETF position peaked at $109K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.