DV
Dividend Vision

AIQU Stock — Bank of Montreal

Bank of Montreal (AIQU)

Updated October 16, 2026.

AIQU is a Stock. Total return is -36.5% over the past 0.4 years, 37.5 points behind SPY at 1.0%.

Bank of Montreal issued this exchange-traded note, which seeks to deliver three times the daily performance of the BITA AI Leaders Select Index, an index of large-cap U.S. information technology companies with long positions established through derivatives. The note has no established distribution schedule and carries no expense ratio. It is structured with a maturity date of May 30, 2046, and appeals to investors seeking leveraged exposure to artificial intelligence and technology equities, though the three-times leverage magnifies both gains and losses on a daily basis.

AIQU performance versus SPY

Price and return data through 2026-10-16.

Total return is -36.5% over the past 0.4 years, 37.5 points behind SPY at 1.0%.

WindowTotal returnCAGR
1M-10.0%—
3M9.5%—
YTD-36.5%—
Since inception (0.4 years)-36.5%—

AIQU key facts

Asset type
Stock
Asset class
Equity
Inception date
06/02/2026
Distribution frequency
None
Last close
$16.07 (as of 2026-10-16)
Average volume
9981.0
Payout ratio
0.0%

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

AIQU risks and drawbacks

Total return has trailed SPY over the available window.

Who may consider AIQU — and who may not

It is a weaker fit for investors who need monthly cash flow (AIQU does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on AIQU

Frequently asked questions

Does AIQU pay monthly?

No. AIQU does not currently distribute.

When does AIQU pay a dividend?

AIQU does not currently distribute.

How has AIQU performed?

Total return is -36.5% over the past 0.4 years, 37.5 points behind SPY at 1.0%.

DividendVision analysis is generated from public SEC filing data and may not capture every change. Review the original filing for complete information.