AWM
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AE Wealth Management’s Monarch ProCap Index ETF MPRO Stock Holding History

AE Wealth Management’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 		$40.5K Hold
1,240
– – ﹤0.01% 2134
2026
Q1 		$38.7K Buy
+1,240
New +$39.3K ﹤0.01% 2018

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
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 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 40.89% 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

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

AE Wealth Management held its Monarch ProCap Index ETF (MPRO) position steady in Q2 2026 at 1,240 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

AE Wealth Management first reported a position in MPRO in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold MPRO as of Q2 2026.

  • AE Wealth Management held 1,240 shares of Monarch ProCap Index ETF worth $40.5K as of Q2 2026.
  • AE Wealth Management left its Monarch ProCap Index ETF share count unchanged in Q2 2026.
  • Monarch ProCap Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2134 holding.
  • AE Wealth Management first reported a position in Monarch ProCap Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q2 2026.

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