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Bank of Montreal (BNKU)


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Upturn Advisory Summary
10/21/2025: BNKU (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 33.34% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 8.51 - 25.11 | Updated Date 04/11/2025 |
52 Weeks Range 8.51 - 25.11 | Updated Date 04/11/2025 |
Upturn AI SWOT
Bank of Montreal
ETF Overview
Overview
The Bank of Montreal does not have its own US-listed ETF. It's a Canadian multinational investment bank and financial services company. It may manage or advise on ETFs listed by other firms, or offer proprietary investment products, but it does not have a US-listed ETF under its direct brand.
Reputation and Reliability
Bank of Montreal (BMO) is a reputable and reliable financial institution with a long history in the financial services industry.
Management Expertise
BMO has extensive experience and expertise in asset management and financial services.
Investment Objective
Goal
Since BMO does not have its own US-listed ETF, this section is not applicable.
Investment Approach and Strategy
Strategy: N/A
Composition N/A
Market Position
Market Share: N/A
Total Net Assets (AUM): N/A
Competitors
Key Competitors
Competitive Landscape
BMO's competitive landscape is within the broader financial services industry and asset management. It competes with other large banks and investment firms. Since it doesn't have its own US-listed ETF, there are no direct ETF competitors.
Financial Performance
Historical Performance: N/A
Benchmark Comparison: N/A
Expense Ratio: N/A
Liquidity
Average Trading Volume
N/A as BMO does not have its own US listed ETF.
Bid-Ask Spread
N/A as BMO does not have its own US listed ETF.
Market Dynamics
Market Environment Factors
BMO's performance is influenced by economic indicators, interest rates, and the overall health of the financial markets.
Growth Trajectory
BMO's growth trajectory is tied to its broader strategic initiatives in banking, wealth management, and capital markets.
Moat and Competitive Advantages
Competitive Edge
BMO's competitive advantages include its established brand, extensive distribution network, and diversified financial services offerings. Its large asset base and strong capital position allow it to invest in innovation and expand its market presence. The bank focuses on building long-term relationships with clients and providing customized financial solutions. Its long operating history in the financial sector gives it an advantage over newer competitors. BMO's focus on risk management contributes to its stability and resilience.
Risk Analysis
Volatility
BMO's volatility is tied to the performance of the financial markets and the overall economic environment.
Market Risk
BMO is exposed to market risk, credit risk, and operational risk inherent in the financial services industry.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Canadian financial services sector or a well-established financial institution may consider BMO's stock. BMO's offerings are suitable for investors who value a long-term investment horizon.
Market Risk
BMO is suited for long-term investors seeking stability and dividend income.
Summary
Bank of Montreal (BMO) is a Canadian multinational investment bank and financial services company. While it doesn't have a US-listed ETF under its brand, it plays a significant role in the financial industry. BMO's strength lies in its established brand, extensive network, and diversified services. Investors seeking exposure to the Canadian financial sector may consider investing in BMO's stock. Overall, BMO is a reliable and well-managed financial institution.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bank of Montreal Investor Relations
- Financial News Sources
- ETF Database
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Consult a qualified financial advisor before making any investment decisions. The analysis is based on publicly available information and current market conditions, which are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bank of Montreal
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The ETNs are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged participation in the performance of the index, compounded daily, less a Daily Financing Charge, the Daily Investor Fee and, if applicable, the Redemption Fee Amount.

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