Bank of Montreal’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

Bank of Montreal’s Portfolio PIFI Stock Details PIFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-840	Closed	-$79.9K	–	3855
2024 Q3	$79.9K	Buy	840 +400	+91%	+$37.7K	﹤0.01%	3308
2024 Q2	$40.7K	Buy	+440	New	+$40.2K	﹤0.01%	3461
2024 Q1	–	Sell	-1,470	Closed	-$136K	–	4220
2023 Q4	$136K	Sell	1,470 -10,928	-88%	-$988K	﹤0.01%	3291
2023 Q3	$1.13M	Buy	+12,398	New	+$1.13M	﹤0.01%	1984

Other funds holding PIFI

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of Montreal sold out of ClearShares Piton Intermediate Fixed Income ETF (PIFI) in Q4 2024, closing a stake of 840 shares — an estimated $79.9K sold.

Bank of Montreal first reported a position in PIFI in Q3 2023 and held it in 4 quarters. The position peaked at $1.13M in Q3 2023. 7 funds tracked by Wall St. Rank hold PIFI as of Q4 2024.

Bank of Montreal reported no remaining ClearShares Piton Intermediate Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 840 ClearShares Piton Intermediate Fixed Income ETF shares in Q4 2024, an estimated $79.9K.
Bank of Montreal first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q3 2023 and held it in 4 quarters.
Bank of Montreal's ClearShares Piton Intermediate Fixed Income ETF position peaked at $1.13M in Q3 2023.
7 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q4 2024.

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