Bank of Montreal
XDSQ icon

Bank of Montreal’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Bank of Montreal’s Portfolio XDSQ Stock Details XDSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,500
Closed -$191K – 4334
2023
Q3 		$191K Buy
+6,500
New +$187K ﹤0.01% 3084

Other funds holding XDSQ

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Bank of Montreal sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q4 2023, closing a stake of 6,500 shares — an estimated $191K sold.

Bank of Montreal first reported a position in XDSQ in Q3 2023 and held it in 1 quarter. The position peaked at $191K in Q3 2023. 17 funds tracked by Wall St. Rank hold XDSQ as of Q4 2023.

  • Bank of Montreal reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 6,500 Innovator US Equity Accelerated ETF Quarterly shares in Q4 2023, an estimated $191K.
  • Bank of Montreal first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Innovator US Equity Accelerated ETF Quarterly position peaked at $191K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q4 2023.

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