Bank of Montreal
PSCI icon

Bank of Montreal’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Bank of Montreal’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30,724
Closed -$4.67M – 3977
2025
Q4 		$4.67M Buy
30,724
+1,224
+4% +$183K ﹤0.01% 1354
2025
Q3 		$4.41M Buy
+29,500
New +$4.25M ﹤0.01% 1346

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Bank of Montreal's PSCI Position: Q1 2026 in Review

Bank of Montreal sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2026, closing a stake of 30,724 shares — an estimated $4.67M sold.

Bank of Montreal first reported a position in PSCI in Q3 2025 and held it in 2 quarters. The position peaked at $4.67M in Q4 2025. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • Bank of Montreal reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 30,724 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $4.67M.
  • Bank of Montreal first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and held it in 2 quarters.
  • Bank of Montreal's Invesco S&P SmallCap Industrials ETF position peaked at $4.67M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.