Bank of Montreal
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Bank of Montreal’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Bank of Montreal’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,734
Closed -$208K – 4304
2023
Q3 		$208K Buy
+9,734
New +$206K ﹤0.01% 3045

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
ERWM
Elk River Wealth Management Denver, Colorado $628M AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Bank of Montreal's UBND Position: Q4 2023 in Review

Bank of Montreal sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q4 2023, closing a stake of 9,734 shares — an estimated $208K sold.

Bank of Montreal first reported a position in UBND in Q3 2023 and held it in 1 quarter. The position peaked at $208K in Q3 2023. 13 funds tracked by Wall St. Rank hold UBND as of Q4 2023.

  • Bank of Montreal reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 9,734 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q4 2023, an estimated $208K.
  • Bank of Montreal first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $208K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.