Bank of Montreal
RINC

Bank of Montreal’s AXS Real Estate Income ETF RINC Stock Holding History

Bank of Montreal’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-330
Closed -$8.02K – 3880
2024
Q3 		$8.02K Hold
330
– – ﹤0.01% 3675
2024
Q2 		$7.63K Sell
330
-1,360
-80% -$31.1K ﹤0.01% 3675
2024
Q1 		$40.7K Hold
1,690
– – ﹤0.01% 3487
2023
Q4 		$45K Hold
1,690
– – ﹤0.01% 3592
2023
Q3 		$0 Buy
+1,690
New +$42.3K ﹤0.01% 4155

Other funds holding RINC

FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Transce3nd Kyle, Texas $11.3M AUM 16.53% 1-Year Est. Return

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

Bank of Montreal sold out of AXS Real Estate Income ETF (RINC) in Q4 2024, closing a stake of 330 shares — an estimated $8.02K sold.

Bank of Montreal first reported a position in RINC in Q3 2023 and held it in 5 quarters. The position peaked at $45K in Q4 2023. 17 funds tracked by Wall St. Rank hold RINC as of Q4 2024.

  • Bank of Montreal reported no remaining AXS Real Estate Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 330 AXS Real Estate Income ETF shares in Q4 2024, an estimated $8.02K.
  • Bank of Montreal first reported a position in AXS Real Estate Income ETF in Q3 2023 and held it in 5 quarters.
  • Bank of Montreal's AXS Real Estate Income ETF position peaked at $45K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q4 2024.

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