Bank of Montreal’s Global X SuperDividend ETF SDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-267	Closed	-$16K	–	4376
2015 Q4	$16K	Buy	+267	New	+$16.2K	﹤0.01%	3469

Other funds holding SDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's SDIV Position: Q2 2024 in Review

Bank of Montreal sold out of Global X SuperDividend ETF (SDIV) in Q2 2024, closing a stake of 90,357 shares — an estimated $1.96M sold.

Bank of Montreal first reported a position in SDIV in Q1 2014 and held it in 32 quarters. The position peaked at $14.6M in Q2 2021. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2024.

Bank of Montreal reported no remaining Global X SuperDividend ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 90,357 Global X SuperDividend ETF shares in Q2 2024, an estimated $1.96M.
Bank of Montreal first reported a position in Global X SuperDividend ETF in Q1 2014 and held it in 32 quarters.
Bank of Montreal's Global X SuperDividend ETF position peaked at $14.6M in Q2 2021.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.