AE Wealth Management’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

AE Wealth Management’s Portfolio MBCE Stock Details MBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.1K	Hold	747	–	–	﹤0.01%	2180
2026 Q1	$25.8K	Buy	+747	New	+$27.2K	﹤0.01%	2089

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's MBCE Position: Q2 2026 in Review

AE Wealth Management held its Monarch Blue Chips Elite Index ETF (MBCE) position steady in Q2 2026 at 747 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

AE Wealth Management first reported a position in MBCE in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

AE Wealth Management held 747 shares of Monarch Blue Chips Elite Index ETF worth $31.1K as of Q2 2026.
AE Wealth Management left its Monarch Blue Chips Elite Index ETF share count unchanged in Q2 2026.
Monarch Blue Chips Elite Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2180 holding.
AE Wealth Management first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.