MONTGOMERY INVESTMENT MANAGEMENT INC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MONTGOMERY INVESTMENT MANAGEMENT INC opened 1 positions, added to 1, reduced 0, sold out of 1 and left 3 unchanged. The largest increase in value was SGOV (+$14,243,798); the largest decrease was SGOV (-$10,136,462).
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 4,000; Shares 2026-06-30 4,000.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 716; Shares 2026-06-30 716.
- VWO: Country of operation —; Class FTSE EMR MKT ETF; Shares 2026-03-31 6,200; Shares 2026-06-30 6,200.
Two Form 13F-HR filings compared (SEC CIK 1272544): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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