AE Wealth Management’s Monarch Select Subsector Index ETF MSSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.5K	Hold	488	–	–	﹤0.01%	2284
2026 Q1	$14.6K	Buy	+488	New	+$15.2K	﹤0.01%	2203

Other funds holding MSSS

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

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

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

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

AE Wealth Management held its Monarch Select Subsector Index ETF (MSSS) position steady in Q2 2026 at 488 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

AE Wealth Management first reported a position in MSSS in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MSSS as of Q2 2026.

AE Wealth Management held 488 shares of Monarch Select Subsector Index ETF worth $17.5K as of Q2 2026.
AE Wealth Management left its Monarch Select Subsector Index ETF share count unchanged in Q2 2026.
Monarch Select Subsector Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2284 holding.
AE Wealth Management first reported a position in Monarch Select Subsector Index ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q2 2026.

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