| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 66 | $437M | +$251M | -$107M | +$144M | BCE, TD, TU, RY, RCI | 13F-HR | 2/14/2025, 08:50 AM |
| Q3 2024 | 54 | $323M | +$67.5M | -$167M | -$100M | TRP, BCE, CM, BNS, TU | 13F-HR | 11/14/2024, 02:23 PM |
| Q2 2024 | 79 | $385M | +$215M | -$88.7M | +$126M | BCE, TD, TRP, BNS, TU | 13F-HR | 8/15/2024, 08:52 AM |
| Q1 2024 | 68 | $273M | +$149M | -$120M | +$29.5M | RY, BNS, TD, CM, BCE | 13F-HR | 5/7/2024, 12:39 PM |
| Q3 2023 | 259 | $2.1B | +$479M | -$336M | +$143M | SPY, SPY, SU, RY, BMO | 13F-HR | 11/14/2023, 02:48 PM |
| Q2 2023 | 241 | $2.01B | +$266M | -$324M | -$57.5M | SPY, RY, RY, BMO, SLF | 13F-HR | 8/11/2023, 11:58 AM |
| Q1 2023 | 253 | $2.2B | +$713M | -$541M | +$172M | SPY, RY, SPY, RY, BMO | 13F-HR | 5/16/2023, 10:57 AM |
| Q4 2022 | 262 | $2.09B | +$304M | -$681M | -$377M | SPY, BMO, XLE, RY, TD | 13F-HR | 2/14/2023, 11:48 AM |
| Q3 2022 | 256 | $2.41B | +$775M | -$165M | +$611M | SPY, SPY, RY, TD, TRP | 13F-HR | 11/14/2022, 10:19 AM |
| Q2 2022 | 249 | $2.02B | +$450M | -$206M | +$243M | SPY, TRP, RY, PBA, BMO | 13F-HR | 8/15/2022, 12:36 PM |
| Q1 2022 | 240 | $2.28B | +$700M | -$497M | +$203M | SPY, TRP, RY, BMO, SPY | 13F-HR | 5/16/2022, 12:49 PM |
| Q4 2021 | 264 | $1.99B | RY, TRP, PBA, TD, BMO | 13F-HR | 2/14/2022, 11:25 AM |