Bank of Montreal
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Bank of Montreal’s Franklin Exponential Data ETF XDAT Stock Holding History

Bank of Montreal’s Portfolio XDAT Stock Details XDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,750
Closed -$88.5K – 3975
2024
Q3 		$88.5K Buy
3,750
+1,540
+70% +$34.8K ﹤0.01% 3282
2024
Q2 		$50.7K Sell
2,210
-2,290
-51% -$50.4K ﹤0.01% 3420
2024
Q1 		$107K Buy
+4,500
New +$103K ﹤0.01% 3267

Other funds holding XDAT

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Bank of Montreal's XDAT Position: Q4 2024 in Review

Bank of Montreal sold out of Franklin Exponential Data ETF (XDAT) in Q4 2024, closing a stake of 3,750 shares — an estimated $88.5K sold.

Bank of Montreal first reported a position in XDAT in Q1 2024 and held it in 3 quarters. The position peaked at $107K in Q1 2024. 6 funds tracked by Wall St. Rank hold XDAT as of Q4 2024.

  • Bank of Montreal reported no remaining Franklin Exponential Data ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,750 Franklin Exponential Data ETF shares in Q4 2024, an estimated $88.5K.
  • Bank of Montreal first reported a position in Franklin Exponential Data ETF in Q1 2024 and held it in 3 quarters.
  • Bank of Montreal's Franklin Exponential Data ETF position peaked at $107K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Franklin Exponential Data ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.