FDS
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Freedom Day Solutions’s Freedom Day Dividend ETF MBOX Stock Holding History

Freedom Day Solutions’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
Q2 		$126M Sell
3,130,043
-6,261
-0.2% -$244K 27.78% 1
2026
Q1 		$114M Buy
3,136,304
+9,889
+0.3% +$366K 30.72% 1
2025
Q4 		$109M Sell
3,126,415
-1,299
-0% -$45.5K 29.72% 1
2025
Q3 		$110M Buy
3,127,714
+77,408
+3% +$2.66M 29.9% 1
2025
Q2 		$102M Sell
3,050,306
-45,365
-1% -$1.47M 30.41% 1
2025
Q1 		$103M Buy
3,095,671
+51,940
+2% +$1.75M 31.4% 1
2024
Q4 		$99.9M Buy
3,043,731
+242,645
+9% +$8.25M 29.87% 1
2024
Q3 		$95.4M Buy
2,801,086
+14,054
+0.5% +$465K 29.64% 1
2024
Q2 		$89M Buy
2,787,032
+148,011
+6% +$4.66M 30.11% 1
2024
Q1 		$84.8M Buy
2,639,021
+54,068
+2% +$1.62M 30.05% 1
2023
Q4 		$74.1M Buy
2,584,953
+114,360
+5% +$3.04M 29.01% 1
2023
Q3 		$63.6M Buy
2,470,593
+172,001
+7% +$4.54M 27.91% 1
2023
Q2 		$59.3M Buy
2,298,592
+188,118
+9% +$4.69M 26.36% 1
2023
Q1 		$52.9M Buy
2,110,474
+202,236
+11% +$5.13M 24.99% 1
2022
Q4 		$48.3M Buy
1,908,238
+250,422
+15% +$6.33M 24.11% 1
2022
Q3 		$37.7M Buy
1,657,816
+259,499
+19% +$6.41M 20.43% 1
2022
Q2 		$33.8M Buy
1,398,317
+80,688
+6% +$2.09M 16.96% 1
2022
Q1 		$35.8M Buy
1,317,629
+225,817
+21% +$6.01M 15.33% 1
2021
Q4 		$29.7M Buy
1,091,812
+159,100
+17% +$4.17M 11.98% 1
2021
Q3 		$23.1M Buy
932,712
+380,170
+69% +$9.71M 10.79% 1
2021
Q2 		$13.9M Buy
+552,542
New +$14M 6.65% 1

Other funds holding MBOX

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freedom Day Solutions's MBOX Position: Q2 2026 in Review

Freedom Day Solutions reduced its Freedom Day Dividend ETF (MBOX) stake by 0.2% in Q2 2026, selling an estimated $244K and leaving 3,130,043 shares worth $126M. The position accounts for 27.78% of the portfolio, ranked #1.

Freedom Day Solutions first reported a position in MBOX in Q2 2021 and has held it in 21 quarters since. 11 funds tracked by Wall St. Rank hold MBOX as of Q2 2026.

  • Freedom Day Solutions held 3,130,043 shares of Freedom Day Dividend ETF worth $126M as of Q2 2026.
  • Freedom Day Solutions sold 6,261 Freedom Day Dividend ETF shares in Q2 2026, an estimated $244K.
  • Freedom Day Dividend ETF made up 27.78% of Freedom Day Solutions's portfolio in Q2 2026, its #1 holding.
  • Freedom Day Solutions first reported a position in Freedom Day Dividend ETF in Q2 2021 and has held it in 21 quarters since.
  • 11 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.