Bank of Montreal
ZHOG

Bank of Montreal’s F/M Opportunistic Income ETF ZHOG Stock Holding History

Bank of Montreal’s Portfolio ZHOG Stock Details ZHOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Sell
20,047
-63,065
-76% -$3.27M ﹤0.01% 2021
2025
Q4 		$4.32M Buy
83,112
+75,339
+969% +$3.92M ﹤0.01% 1380
2025
Q3 		$406K Buy
7,773
+265
+4% +$13.7K ﹤0.01% 2373
2025
Q2 		$390K Buy
+7,508
New +$385K ﹤0.01% 2429

Other funds holding ZHOG

FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM
HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's ZHOG Position: Q1 2026 in Review

Bank of Montreal reduced its F/M Opportunistic Income ETF (ZHOG) stake by 76% in Q1 2026, selling an estimated $3.27M and leaving 20,047 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Bank of Montreal first reported a position in ZHOG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.32M in Q4 2025. 10 funds tracked by Wall St. Rank hold ZHOG as of Q1 2026.

  • Bank of Montreal held 20,047 shares of F/M Opportunistic Income ETF worth $1.03M as of Q1 2026.
  • Bank of Montreal sold 63,065 F/M Opportunistic Income ETF shares in Q1 2026, an estimated $3.27M.
  • F/M Opportunistic Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2021 holding.
  • Bank of Montreal first reported a position in F/M Opportunistic Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Bank of Montreal's F/M Opportunistic Income ETF position peaked at $4.32M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.