Bank of Montreal
RSBA

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
Q2 		$564K Sell
26,783
-85
-0.3% -$1.77K ﹤0.01% 2389
2026
Q1 		$558K Buy
+26,868
New +$562K ﹤0.01% 2343

Other funds holding RSBA

MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
OPWM
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
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Bank of Montreal's RSBA Position: Q2 2026 in Review

Bank of Montreal reduced its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 0.32% in Q2 2026, selling an estimated $1.77K and leaving 26,783 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Bank of Montreal first reported a position in RSBA in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

  • Bank of Montreal held 26,783 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $564K as of Q2 2026.
  • Bank of Montreal sold 85 Return Stacked Bonds & Merger Arbitrage ETF shares in Q2 2026, an estimated $1.77K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2389 holding.
  • Bank of Montreal first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.