GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC BMO — BANK MONTREAL QUE COM

Ownership history in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported BANK MONTREAL QUE COM (BMO) in 14 quarterly 13F filings .

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 BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's position in BANK MONTREAL QUE COM, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
14 quarters

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.

BMO stock page GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC fund profile GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC full holdings
How GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC held BMO — position size vs. price
% of Fund (quarterly)    BMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMO

As of 2026 Q2 — sorted by position size

Delaney Capital Management Ltd. 10.07% CANERECTOR INC 10.06% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 6.54% Rempart Asset Management Inc. 3Y 6.3% Aviso Financial Inc. 5.98% Murchinson Ltd. 3Y 5.72% Murchinson Ltd. 3Y 5.72% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 5.67% Guardian Partners Inc. 4.84% MUFG SECURITIES (CANADA), LTD. 3Y 4.72%

FAQ About GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC and BMO

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

How long has GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported owning BMO?

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported BMO across 0 quarterly 13F filings.

What was the largest reported BMO position in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BMO in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2010 Q2, when GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported 627,843 shares, equal to 0.66% of portfolio, with an estimated market value of $34.1M.

What does the chart on this BMO ownership page compare?

The chart compares GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's quarterly BMO 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 GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on BMO relative to SPY over the holding period was +11.3%.

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