BANK OF MONTREAL /CAN/
BankPosition in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 927971
TORONTO, A6
Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$316,611
+$106,844 QoQ
Shares Held
8,310
+12.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 52 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,611 | 8,310 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $209,767 | 7,394 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||