Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BNKU
Upturn stock rating

Bank of Montreal (BNKU)

Upturn stock rating
$25.64
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/21/2025: BNKU (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 33.34%
Avg. Invested days 42
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/21/2025

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

ai summary icon Upturn AI SWOT

Bank of Montreal

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Bank of Montreal (BMO) is a reputable and reliable financial institution with a long history in the financial services industry.

reliability logo Management Expertise

BMO has extensive experience and expertise in asset management and financial services.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.