Bank of Montreal
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Bank of Montreal’s IQ Global Equity R&D Leaders ETF WRND Stock Holding History

Bank of Montreal’s Portfolio WRND Stock Details WRND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,125
Closed -$109K – 4380
2023
Q4 		$109K Buy
+4,125
New +$102K ﹤0.01% 3354

Other funds holding WRND

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bank of Montreal's WRND Position: Q1 2024 in Review

Bank of Montreal sold out of IQ Global Equity R&D Leaders ETF (WRND) in Q1 2024, closing a stake of 4,125 shares — an estimated $109K sold.

Bank of Montreal first reported a position in WRND in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 4 funds tracked by Wall St. Rank hold WRND as of Q1 2024.

  • Bank of Montreal reported no remaining IQ Global Equity R&D Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,125 IQ Global Equity R&D Leaders ETF shares in Q1 2024, an estimated $109K.
  • Bank of Montreal first reported a position in IQ Global Equity R&D Leaders ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's IQ Global Equity R&D Leaders ETF position peaked at $109K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held IQ Global Equity R&D Leaders ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.