BANK OF MONTREAL /CAN/ BWTG — ETF OPPORTUNITIES TRUST

Ownership history in BANK OF MONTREAL /CAN/  ·  10 quarters on record

AI Ownership Summary

BANK OF MONTREAL /CAN/ reported ETF OPPORTUNITIES TRUST (BWTG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows BWTG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF MONTREAL /CAN/'s position in ETF OPPORTUNITIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BWTG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BANK OF MONTREAL /CAN/ held BWTG — position size vs. price
% of Fund (quarterly)    BWTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,469 +688 +14.4% 0.00% $234K 2026-08-12 $42.93
2026 Q1 REDUCED 6.2% +14.0% ❌ 4,781 -314 -6.2% 0.00% $178K 2026-05-13 $40.81
2025 Q4 REDUCED — — — 5,095 -228 -4.3% 0.00% $200K 2026-02-12 $39.67
2025 Q3 REDUCED 20.8% +4.0% ❌ 5,323 -1,395 -20.8% 0.00% $203K 2025-11-13 $38.20
2025 Q2 REDUCED 30.1% +5.0% ❌ 6,718 -2,892 -30.1% 0.00% $242K 2025-08-05 $36.22
2025 Q1 ADDED — — — 9,610 +2,923 +43.7% 0.00% $331K 2025-05-13 $34.80
2024 Q4 REDUCED — — — 6,687 -125 -1.8% 0.00% $226K 2025-02-13 $35.99
2024 Q3 REDUCED 60.9% -1.6% ✅ 6,812 -10,588 -60.9% 0.00% $234K 2024-11-13 $35.34
2024 Q2 ADDED — — — 17,400 +2,100 +13.7% 0.00% $573K 2024-08-14 $32.34
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BANK OF MONTREAL /CAN/ and BWTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF MONTREAL /CAN/ reported owning BWTG?

BANK OF MONTREAL /CAN/ reported BWTG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BWTG position in BANK OF MONTREAL /CAN/'s portfolio?

The largest reported portfolio weight for BWTG was 0.00% in 2024 Q2.

What is the latest reported BWTG position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF MONTREAL /CAN/ reported 5,469 shares, equal to 0.00% of portfolio, with an estimated market value of $234K.

What does the chart on this BWTG ownership page compare?

The chart compares BANK OF MONTREAL /CAN/'s quarterly BWTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF MONTREAL /CAN/ time their BWTG position?

Based on 13F filing dates vs. subsequent BWTG price moves, BANK OF MONTREAL /CAN/ correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BWTG relative to SPY over the holding period was +229.9%.

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