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
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 3.78% 2
2025
Q3 		$4.31M Sell
141,312
-8,583
-6% -$258K 3.99% 2
2025
Q2 		$4.46M Buy
149,895
+3,951
+3% +$114K 4.64% 1
2025
Q1 		$4.21M Sell
145,944
-3,047
-2% -$88.6K 4.67% 1
2024
Q4 		$4.26M Buy
+148,991
New +$4.4M 4.36% 1

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $686M AUM 33.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return