Bank of Montreal’s Harbor Ares Systematic Multi-Sector Income ETF SIFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-750	Closed	-$32.5K	–	4198
2024 Q2	$32.5K	Sell	750 -98	-12%	-$4.2K	﹤0.01%	3507
2024 Q1	$37K	Buy	+848	New	+$36.7K	﹤0.01%	3511

Other funds holding SIFI

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 SIFI Position: Q3 2024 in Review

Bank of Montreal sold out of Harbor Ares Systematic Multi-Sector Income ETF (SIFI) in Q3 2024, closing a stake of 750 shares — an estimated $32.5K sold.

Bank of Montreal first reported a position in SIFI in Q1 2024 and held it in 2 quarters. The position peaked at $37K in Q1 2024. 4 funds tracked by Wall St. Rank hold SIFI as of Q3 2024.

Bank of Montreal reported no remaining Harbor Ares Systematic Multi-Sector Income ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 750 Harbor Ares Systematic Multi-Sector Income ETF shares in Q3 2024, an estimated $32.5K.
Bank of Montreal first reported a position in Harbor Ares Systematic Multi-Sector Income ETF in Q1 2024 and held it in 2 quarters.
Bank of Montreal's Harbor Ares Systematic Multi-Sector Income ETF position peaked at $37K in Q1 2024.
4 funds tracked by Wall St. Rank held Harbor Ares Systematic Multi-Sector Income ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.