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BANK OF MONTREAL /CAN/

Bank

Position in QQQ — Invesco Qqq Trust, Series 1

CIK 927971 TORONTO, A6

Position in QQQ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,769,836,510
+$913,116,119 QoQ
Shares Held
2,403,363
+61.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#20
of 3,970 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in QQQ Over Time

Shares Held

Position Value (USD)

Derivatives in QQQ

reported options exposure · as of Jun 30, 2026
CallValue
$1,063,729,800
CallShares
1,444,500
PutValue
$2,852,445,400
PutShares
3,873,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in QQQ

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,852,445,400 3,873,500
2026-06-30 $1,063,729,800 1,444,500
2026-06-30 $1,769,836,510 2,403,363
2026-03-31 $856,720,391 1,484,321
2025-12-31 $879,108,320 1,431,050
2025-09-30 $504,851,133 840,900
2025-09-30 $118,993,334 198,200
2025-09-30 $740,224,387 1,232,947
2025-03-31 $23,446,000 50,000
2025-03-31 $375,136,000 800,000
2025-03-31 $593,995,495 1,266,731
2024-12-31 $1,041,234,917 2,036,725
2024-12-31 $63,290,274 123,800
2024-12-31 $2,083,620,111 4,075,700
2024-09-30 $63,058,644 129,200
2024-09-30 $656,174,481 1,344,427
2024-09-30 $1,345,169,727 2,756,100
2024-06-30 $923,584,176 1,927,708
2024-06-30 $2,119,199,352 4,423,200
2024-06-30 $234,380,612 489,200
2024-03-31 $1,390,772,523 3,132,300
2024-03-31 $96,261,368 216,800
2024-03-31 $569,001,476 1,281,506
2023-12-31 $1,919,829,760 4,688,000
2023-12-31 $1,545,818,418 3,774,708
2023-12-31 $220,403,664 538,200
2023-09-30 $1,845,942,105 5,152,377
2023-09-30 $338,923,420 946,000
2023-09-30 $1,518,706,530 4,239,000
2023-06-30 $1,860,784,053 5,037,042
2023-06-30 $124,162,062 336,100
2023-06-30 $2,403,631,230 6,506,500
2023-03-31 $802,164,535 2,499,500
2023-03-31 $1,532,011,022 4,773,661
2023-03-31 $142,813,850 445,000
2022-12-31 $254,297,400 955,000
2022-12-31 $1,217,378,904 4,571,800
2022-12-31 $1,232,075,960 4,626,994
2022-09-30 $475,722,800 1,780,000
2022-09-30 $382,181,800 1,430,000
2022-09-30 $1,153,057,988 4,314,368
2022-06-30 $957,156,200 3,415,000
2022-06-30 $308,308,000 1,100,000
2022-06-30 $656,157,901 2,341,080
2022-03-31 $598,191,000 1,650,000
2022-03-31 $547,048,204 1,508,932
2022-03-31 $1,749,255,500 4,825,000
2021-12-31 $625,890,058 1,573,181
2021-09-30 $1,324,452,000 3,700,000
2021-09-30 $893,934,579 2,497,303