Bank of Montreal’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-108	Closed	-$1.6K	–	4169
2024 Q1	$1.6K	Hold	108	–	–	﹤0.01%	3800
2023 Q4	$1.56K	Hold	108	–	–	﹤0.01%	3901
2023 Q3	$1.93K	Hold	108	–	–	﹤0.01%	3715
2023 Q2	$2.2K	Hold	108	–	–	﹤0.01%	3887
2023 Q1	$2.04K	Hold	108	–	–	﹤0.01%	3706
2022 Q4	$2.53K	Hold	108	–	–	﹤0.01%	3879
2022 Q3	$4	Hold	108	–	–	﹤0.01%	3954
2022 Q2	$3	Buy	+108	New	+$3.3K	﹤0.01%	3973

Other funds holding PSIL

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

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

Bank of Montreal sold out of AdvisorShares Psychedelics ETF (PSIL) in Q2 2024, closing a stake of 108 shares — an estimated $1.6K sold.

Bank of Montreal first reported a position in PSIL in Q2 2022 and held it in 8 quarters. The position peaked at $2.53K in Q4 2022. 15 funds tracked by Wall St. Rank hold PSIL as of Q2 2024.

Bank of Montreal reported no remaining AdvisorShares Psychedelics ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 108 AdvisorShares Psychedelics ETF shares in Q2 2024, an estimated $1.6K.
Bank of Montreal first reported a position in AdvisorShares Psychedelics ETF in Q2 2022 and held it in 8 quarters.
Bank of Montreal's AdvisorShares Psychedelics ETF position peaked at $2.53K in Q4 2022.
15 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q2 2024.

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