Envestnet Asset Management’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

Envestnet Asset Management’s Portfolio MVFD Stock Details MVFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Buy	54,530 +2,369	+5%	+$71.4K	﹤0.01%	3303
2026 Q1	$1.53M	Buy	+52,161	New	+$1.57M	﹤0.01%	3189

Other funds holding MVFD

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management's MVFD Position: Q2 2026 in Review

Envestnet Asset Management increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 4.5% in Q2 2026, buying an estimated $71.4K and bringing the position to 54,530 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

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

Envestnet Asset Management held 54,530 shares of Monarch Volume Factor Dividend Tree Index ETF worth $1.63M as of Q2 2026.
Envestnet Asset Management bought 2,369 Monarch Volume Factor Dividend Tree Index ETF shares in Q2 2026, an estimated $71.4K.
Monarch Volume Factor Dividend Tree Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3303 holding.
Envestnet Asset Management first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q2 2026.

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