Bank of Montreal’s Simplify Health Care ETF PINK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	+37,196	New	+$1.35M	﹤0.01%	1938
2026 Q1	–	Sell	-12,018	Closed	-$440K	–	3972
2025 Q4	$440K	Buy	12,018 +3,959	+49%	+$139K	﹤0.01%	2373
2025 Q3	$256K	Buy	8,059 +7,656	+1,900%	+$231K	﹤0.01%	2626
2025 Q2	$12.1K	Hold	403	–	–	﹤0.01%	3348
2025 Q1	$11.8K	Buy	+403	New	+$12.1K	﹤0.01%	3285
2024 Q4	–	Sell	-15,269	Closed	-$500K	–	3856
2024 Q3	$500K	Buy	15,269 +7,228	+90%	+$233K	﹤0.01%	2422
2024 Q2	$241K	Sell	8,041 -7,011	-47%	-$210K	﹤0.01%	2879
2024 Q1	$467K	Buy	15,052 +11,596	+336%	+$340K	﹤0.01%	2481
2023 Q4	$94.9K	Buy	+3,456	New	+$87K	﹤0.01%	3392
2023 Q1	–	Sell	-3,650	Closed	-$97.7K	–	4087
2022 Q4	$97.7K	Buy	+3,650	New	+$94.6K	﹤0.01%	3371

Other funds holding PINK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal's PINK Position: Q2 2026 in Review

Bank of Montreal opened a new position in Simplify Health Care ETF (PINK) in Q2 2026: 37,196 shares worth $1.35M. The stake represents ﹤0.01% of the portfolio and ranks #1938 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in PINK as recently as Q4 2025.

Bank of Montreal first reported a position in PINK in Q4 2022 and has held it in 10 quarters since. 75 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Bank of Montreal held 37,196 shares of Simplify Health Care ETF worth $1.35M as of Q2 2026.
Simplify Health Care ETF was a new Bank of Montreal position in Q2 2026.
Simplify Health Care ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1938 holding.
Bank of Montreal first reported a position in Simplify Health Care ETF in Q4 2022 and has held it in 10 quarters since.
75 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.