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
Q1 		$38.7K Buy
+1,240
New +$39.3K ﹤0.01% 2018

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M 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 $570B AUM 27.57% 1-Year Est. Return

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

AE Wealth Management opened a new position in Monarch ProCap Index ETF (MPRO) in Q1 2026: 1,240 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #2018 among its holdings.

10 funds tracked by Wall St. Rank hold MPRO as of Q1 2026.

  • AE Wealth Management held 1,240 shares of Monarch ProCap Index ETF worth $38.7K as of Q1 2026.
  • Monarch ProCap Index ETF was a new AE Wealth Management position in Q1 2026.
  • Monarch ProCap Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2018 holding.
  • 10 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q1 2026.

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