4A
MPRO icon

4Wealth Advisors’s Monarch ProCap Index ETF MPRO Stock Holding History

4Wealth Advisors’s Portfolio MPRO Stock Details MPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
163,425
+5,360
+3% +$173K 4.11% 2
2026
Q1 		$4.88M Buy
158,065
+15,608
+11% +$495K 4.17% 1
2025
Q4 		$4.37M Buy
142,457
+1,145
+0.8% +$35.2K 3.73% 2
2025
Q3 		$4.31M Sell
141,312
-8,583
-6% -$258K 3.85% 2
2025
Q2 		$4.46M Buy
149,895
+3,951
+3% +$114K 4.53% 1
2025
Q1 		$4.21M Sell
145,944
-3,047
-2% -$88.6K 4.59% 1
2024
Q4 		$4.26M Buy
+148,991
New +$4.4M 4.27% 1

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

4Wealth Advisors's MPRO Position: Q2 2026 in Review

4Wealth Advisors increased its Monarch ProCap Index ETF (MPRO) stake by 3.4% in Q2 2026, buying an estimated $173K and bringing the position to 163,425 shares worth $5.35M. The position accounts for 4.11% of the portfolio, ranked #2.

4Wealth Advisors first reported a position in MPRO in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold MPRO as of Q2 2026.

  • 4Wealth Advisors held 163,425 shares of Monarch ProCap Index ETF worth $5.35M as of Q2 2026.
  • 4Wealth Advisors bought 5,360 Monarch ProCap Index ETF shares in Q2 2026, an estimated $173K.
  • Monarch ProCap Index ETF made up 4.11% of 4Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • 4Wealth Advisors first reported a position in Monarch ProCap Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.