Brookstone Capital Management’s Monarch Select Subsector Index ETF MSSS Stock Holding History

Brookstone Capital 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	–	Sell	-13,477	Closed	-$408K	–	1277
2025 Q4	$408K	Sell	13,477 -3	-0%	-$91	﹤0.01%	899
2025 Q3	$414K	Sell	13,480 -1	-0%	-$30	﹤0.01%	861
2025 Q2	$398K	Sell	13,481 -1,335	-9%	-$36.6K	0.01%	812
2025 Q1	$402K	Sell	14,816 -5	-0%	-$140	0.01%	769
2024 Q4	$407K	Sell	14,821 -6,292	-30%	-$180K	0.01%	747
2024 Q3	$612K	Hold	21,113	–	–	0.01%	638
2024 Q2	$564K	Hold	21,113	–	–	0.01%	627
2024 Q1	$541K	Buy	+21,113	New	+$531K	0.01%	609

Other funds holding MSSS

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Brookstone Capital Management's MSSS Position: Q1 2026 in Review

Brookstone Capital Management sold out of Monarch Select Subsector Index ETF (MSSS) in Q1 2026, closing a stake of 13,477 shares — an estimated $408K sold.

Brookstone Capital Management first reported a position in MSSS in Q1 2024 and held it in 8 quarters. The position peaked at $612K in Q3 2024. 9 funds tracked by Wall St. Rank hold MSSS as of Q1 2026.

Brookstone Capital Management reported no remaining Monarch Select Subsector Index ETF position as of Q1 2026 after selling out during the quarter.
Brookstone Capital Management sold 13,477 Monarch Select Subsector Index ETF shares in Q1 2026, an estimated $408K.
Brookstone Capital Management first reported a position in Monarch Select Subsector Index ETF in Q1 2024 and held it in 8 quarters.
Brookstone Capital Management's Monarch Select Subsector Index ETF position peaked at $612K in Q3 2024.
9 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q1 2026.

Based on Brookstone Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.