Bank of Montreal
QDVO

Bank of Montreal’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Bank of Montreal’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$944K Sell
35,436
-1,165
-3% -$32.9K ﹤0.01% 2070
2025
Q4 		$1.06M Hold
36,601
– – ﹤0.01% 1940
2025
Q3 		$1.06M Buy
36,601
+2,835
+8% +$80.7K ﹤0.01% 1944
2025
Q2 		$932K Buy
+33,766
New +$862K ﹤0.01% 1939

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Bank of Montreal reduced its Amplify CWP Growth & Income ETF (QDVO) stake by 3.2% in Q1 2026, selling an estimated $32.9K and leaving 35,436 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Bank of Montreal first reported a position in QDVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Bank of Montreal held 35,436 shares of Amplify CWP Growth & Income ETF worth $944K as of Q1 2026.
  • Bank of Montreal sold 1,165 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $32.9K.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2070 holding.
  • Bank of Montreal first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Bank of Montreal's Amplify CWP Growth & Income ETF position peaked at $1.06M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

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