Bank of Montreal’s Vest 10 Year Interest Rate Hedge ETF RYSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-180	Closed	-$3.96K	–	3889
2024 Q3	$3.96K	Sell	180 -3,214	-95%	-$74.3K	﹤0.01%	3733
2024 Q2	$87K	Buy	3,394 +267	+9%	+$6.74K	﹤0.01%	3274
2024 Q1	$75.8K	Buy	3,127 +127	+4%	+$2.98K	﹤0.01%	3358
2023 Q4	$93K	Buy	+3,000	New	+$92.2K	﹤0.01%	3401

Other funds holding RYSE

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of Montreal sold out of Vest 10 Year Interest Rate Hedge ETF (RYSE) in Q4 2024, closing a stake of 180 shares — an estimated $3.96K sold.

Bank of Montreal first reported a position in RYSE in Q4 2023 and held it in 4 quarters. The position peaked at $93K in Q4 2023. 3 funds tracked by Wall St. Rank hold RYSE as of Q4 2024.

Bank of Montreal reported no remaining Vest 10 Year Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 180 Vest 10 Year Interest Rate Hedge ETF shares in Q4 2024, an estimated $3.96K.
Bank of Montreal first reported a position in Vest 10 Year Interest Rate Hedge ETF in Q4 2023 and held it in 4 quarters.
Bank of Montreal's Vest 10 Year Interest Rate Hedge ETF position peaked at $93K in Q4 2023.
3 funds tracked by Wall St. Rank held Vest 10 Year Interest Rate Hedge ETF as of Q4 2024.

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