Ethos Financial Group’s Freedom Day Dividend ETF MBOX Stock Holding History

Ethos Financial Group’s Portfolio MBOX Stock Details MBOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Buy	6,096 +10	+0.2%	+$370	0.02%	468
2025 Q4	$213K	Sell	6,086 -2,746	-31%	-$96.1K	0.02%	463
2025 Q3	$311K	Buy	8,832 +60	+0.7%	+$2.06K	0.02%	357
2025 Q2	$294K	Sell	8,772 -51,209	-85%	-$1.66M	0.03%	344
2025 Q1	$1.97M	Hold	59,981	–	–	0.19%	114
2024 Q4	$1.97M	Buy	59,981 +6,317	+12%	+$215K	0.26%	75
2024 Q3	$1.83M	Buy	+53,664	New	+$1.78M	0.3%	59
2024 Q2	–	Sell	-23,566	Closed	-$757K	–	305
2024 Q1	$757K	Sell	23,566 -79	-0.3%	-$2.36K	0.14%	97
2023 Q4	$677K	Sell	23,645 -16,505	-41%	-$439K	0.14%	106
2023 Q3	$1.03M	Sell	40,150 -455	-1%	-$12K	0.27%	55
2023 Q2	$1.01M	Hold	40,605	–	–	0.34%	47
2023 Q1	$1.01M	Sell	40,605 -105	-0.3%	-$2.66K	0.32%	52
2022 Q4	$1.04M	Buy	+40,710	New	+$1.03M	0.35%	46

Other funds holding MBOX

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ethos Financial Group's MBOX Position: Q1 2026 in Review

Ethos Financial Group increased its Freedom Day Dividend ETF (MBOX) stake by 0.16% in Q1 2026, buying an estimated $370 and bringing the position to 6,096 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #468.

Ethos Financial Group first reported a position in MBOX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q1 2025. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

Ethos Financial Group held 6,096 shares of Freedom Day Dividend ETF worth $222K as of Q1 2026.
Ethos Financial Group bought 10 Freedom Day Dividend ETF shares in Q1 2026, an estimated $370.
Freedom Day Dividend ETF made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #468 holding.
Ethos Financial Group first reported a position in Freedom Day Dividend ETF in Q4 2022 and has held it in 13 quarters since.
Ethos Financial Group's Freedom Day Dividend ETF position peaked at $1.97M in Q1 2025.
10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.