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
Q2 		– Sell
-20,047
Closed -$1.03M – 4074
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 $1.97B AUM 30.33% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
HW
HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal's ZHOG Position: Q2 2026 in Review

Bank of Montreal sold out of F/M Opportunistic Income ETF (ZHOG) in Q2 2026, closing a stake of 20,047 shares — an estimated $1.03M sold.

Bank of Montreal first reported a position in ZHOG in Q2 2025 and held it in 4 quarters. The position peaked at $4.32M in Q4 2025. 7 funds tracked by Wall St. Rank hold ZHOG as of Q2 2026.

  • Bank of Montreal reported no remaining F/M Opportunistic Income ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 20,047 F/M Opportunistic Income ETF shares in Q2 2026, an estimated $1.03M.
  • Bank of Montreal first reported a position in F/M Opportunistic Income ETF in Q2 2025 and held it in 4 quarters.
  • Bank of Montreal's F/M Opportunistic Income ETF position peaked at $4.32M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.