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 Q1	$6.83K	Buy	+266	New	+$7.12K	﹤0.01%	2336

Other funds holding MDPL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's MDPL Position: Q1 2026 in Review

AE Wealth Management opened a new position in Monarch Dividend Plus Index ETF (MDPL) in Q1 2026: 266 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #2336 among its holdings.

6 funds tracked by Wall St. Rank hold MDPL as of Q1 2026.

AE Wealth Management held 266 shares of Monarch Dividend Plus Index ETF worth $6.83K as of Q1 2026.
Monarch Dividend Plus Index ETF was a new AE Wealth Management position in Q1 2026.
Monarch Dividend Plus Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2336 holding.
6 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.