Bank of Montreal
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Bank of Montreal’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Bank of Montreal’s Portfolio UITB Stock Details UITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-243,196
Closed -$11.4M – 4253
2024
Q2 		$11.4M Buy
+243,196
New +$11.1M ﹤0.01% 951

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's UITB Position: Q3 2024 in Review

Bank of Montreal sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 243,196 shares — an estimated $11.4M sold.

Bank of Montreal first reported a position in UITB in Q2 2024 and held it in 1 quarter. The position peaked at $11.4M in Q2 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • Bank of Montreal reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 243,196 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $11.4M.
  • Bank of Montreal first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $11.4M in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

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