AWM
MSSS icon

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
Q1 		$14.6K Buy
+488
New +$15.2K ﹤0.01% 2203

Other funds holding MSSS

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return

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

AE Wealth Management opened a new position in Monarch Select Subsector Index ETF (MSSS) in Q1 2026: 488 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings.

9 funds tracked by Wall St. Rank hold MSSS as of Q1 2026.

  • AE Wealth Management held 488 shares of Monarch Select Subsector Index ETF worth $14.6K as of Q1 2026.
  • Monarch Select Subsector Index ETF was a new AE Wealth Management position in Q1 2026.
  • Monarch Select Subsector Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2203 holding.
  • 9 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q1 2026.

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