Bank of Montreal
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Bank of Montreal’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Bank of Montreal’s Portfolio SAGP Stock Details SAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,350
Closed -$40.5K – 3893
2024
Q3 		$40.5K Buy
+1,350
New +$38.7K ﹤0.01% 3457
2024
Q1 		– Sell
-1,350
Closed -$35.5K – 4260
2023
Q4 		$35.5K Buy
+1,350
New +$32.7K ﹤0.01% 3639

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

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

Bank of Montreal sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q4 2024, closing a stake of 1,350 shares — an estimated $40.5K sold.

Bank of Montreal first reported a position in SAGP in Q4 2023 and held it in 2 quarters. The position peaked at $40.5K in Q3 2024. 10 funds tracked by Wall St. Rank hold SAGP as of Q4 2024.

  • Bank of Montreal reported no remaining Strategas Global Policy Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,350 Strategas Global Policy Opportunities ETF shares in Q4 2024, an estimated $40.5K.
  • Bank of Montreal first reported a position in Strategas Global Policy Opportunities ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Strategas Global Policy Opportunities ETF position peaked at $40.5K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q4 2024.

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