BCM
MBCE

Brookstone Capital Management’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Brookstone Capital Management’s Portfolio MBCE Stock Details MBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,531
Closed -$506K – 1032
2024
Q3 		$506K Hold
14,531
– – 0.01% 685
2024
Q2 		$477K Hold
14,531
– – 0.01% 661
2024
Q1 		$475K Hold
14,531
– – 0.01% 642
2023
Q4 		$421K Hold
14,531
– – 0.01% 630
2023
Q3 		$374K Sell
14,531
-5,112
-26% -$138K 0.01% 639
2023
Q2 		$520K Sell
19,643
-633
-3% -$16.3K 0.01% 570
2023
Q1 		$520K Sell
20,276
-24
-0.1% -$588 0.01% 580
2022
Q4 		$496K Sell
20,300
-6,661
-25% -$154K 0.01% 580
2022
Q3 		$569K Hold
26,961
– – 0.01% 540
2022
Q2 		$625K Sell
26,961
-31,479
-54% -$749K 0.01% 524
2022
Q1 		$1.5M Buy
58,440
+2,898
+5% +$76.9K 0.03% 326
2021
Q4 		$1.59M Buy
55,542
+8,650
+18% +$254K 0.03% 306
2021
Q3 		$1.34M Buy
46,892
+15,768
+51% +$455K 0.02% 332
2021
Q2 		$882K Buy
+31,124
New +$827K 0.02% 390

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookstone Capital Management's MBCE Position: Q4 2024 in Review

Brookstone Capital Management sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q4 2024, closing a stake of 14,531 shares — an estimated $506K sold.

Brookstone Capital Management first reported a position in MBCE in Q2 2021 and held it in 14 quarters. The position peaked at $1.59M in Q4 2021. 5 funds tracked by Wall St. Rank hold MBCE as of Q4 2024.

  • Brookstone Capital Management reported no remaining Monarch Blue Chips Elite Index ETF position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 14,531 Monarch Blue Chips Elite Index ETF shares in Q4 2024, an estimated $506K.
  • Brookstone Capital Management first reported a position in Monarch Blue Chips Elite Index ETF in Q2 2021 and held it in 14 quarters.
  • Brookstone Capital Management's Monarch Blue Chips Elite Index ETF position peaked at $1.59M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.