Bank of Montreal

Bank of Montreal’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$558K	Buy	+26,868	New	+$562K	﹤0.01%	2343

Other funds holding RSBA

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

Bank of Montreal opened a new position in Return Stacked Bonds & Merger Arbitrage ETF (RSBA) in Q1 2026: 26,868 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #2343 among its holdings.

17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

Bank of Montreal held 26,868 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $558K as of Q1 2026.
Return Stacked Bonds & Merger Arbitrage ETF was a new Bank of Montreal position in Q1 2026.
Return Stacked Bonds & Merger Arbitrage ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2343 holding.
17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

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