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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BMO holding history

Bank of Montreal in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of BMO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,942−100.0%Sold outHolders
Q1 20262,942$398.2K<0.1%−243−7.6%ReducedHolders
Q4 20253,185$413.4K<0.1%−363−10.2%ReducedHolders
Q3 20253,548$462.2K<0.1%+366+11.5%AddedHolders
Q2 20253,182$352.0K<0.1%+216+7.3%AddedHolders
Q1 20252,966$283.3K<0.1%−789−21.0%ReducedHolders
Q4 20243,755$364.4K<0.1%+3,755NewHolders
Q3 20240$00.0%−3,296−100.0%Sold outHolders
Q2 20243,296$276.4K<0.1%+3,296NewHolders
Q1 20240$00.0%−32,175−100.0%Sold outHolders
Q4 202332,175$3.12M<0.1%−1,395−4.2%ReducedHolders
Q3 202333,570$2.83M<0.1%+15,612+86.9%AddedHolders
Q2 202317,958$1.62M<0.1%+1,836+11.4%AddedHolders
Q1 202316,122$1.44M<0.1%+7,852+94.9%AddedHolders
Q4 20228,270$749.3K<0.1%−129−1.5%ReducedHolders
Q3 20228,399$736.0K<0.1%−626−6.9%ReducedHolders
Q2 20229,025$868.0K<0.1%−302−3.2%ReducedHolders
Q1 20229,327$1.10M<0.1%−74−0.8%ReducedHolders
Q4 20219,401$1.01M<0.1%+191+2.1%AddedHolders
Q3 20219,210$918.0K<0.1%−147−1.6%ReducedHolders
Q2 20219,357$960.0K<0.1%+624+7.1%AddedHolders
Q1 20218,733$778.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.