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FNGO BANK OF MONTREAL

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2X LEVERAGED (fund), issuer CIK 927971

4 managers (4 13F filers) reported a position in FNGO shares at 2025-06-30, 58,034 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
4
13F filers
4
New
2
Added
0
Reduced
1
Sold out
5
Shares held by filers
58,034

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INDEPENDENT FINANCIAL GROUP, LLC46,490$5.14M0.14%-1,23113F-HRTimeline
Client First Investment Management LLC11,519$1.27M0.78%new13F-HRTimeline
Parallel Advisors, LLC25$2.76K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.