AE Wealth Management’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.59K	Hold	266	–	–	﹤0.01%	2441
2026 Q1	$6.83K	Buy	+266	New	+$7.12K	﹤0.01%	2336

Other funds holding MDPL

KWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AE Wealth Management held its Monarch Dividend Plus Index ETF (MDPL) position steady in Q2 2026 at 266 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

AE Wealth Management first reported a position in MDPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.83K in Q1 2026. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

AE Wealth Management held 266 shares of Monarch Dividend Plus Index ETF worth $6.59K as of Q2 2026.
AE Wealth Management left its Monarch Dividend Plus Index ETF share count unchanged in Q2 2026.
Monarch Dividend Plus Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2441 holding.
AE Wealth Management first reported a position in Monarch Dividend Plus Index ETF in Q1 2026 and has held it in 2 quarters since.
AE Wealth Management's Monarch Dividend Plus Index ETF position peaked at $6.83K in Q1 2026.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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