John Overdeck’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

John Overdeck’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
2025 Q4	–	Sell	-16,200	Closed	-$597K	–	4278
2025 Q3	$597K	Buy	+16,200	New	+$595K	﹤0.01%	2897
2025 Q1	–	Sell	-11,700	Closed	-$403K	–	3380
2024 Q4	$403K	Buy	+11,700	New	+$411K	﹤0.01%	2632

Other funds holding MBCE

KWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG

Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return

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

John Overdeck's MBCE Position: Q4 2025 in Review

John Overdeck sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q4 2025, closing a stake of 16,200 shares — an estimated $597K sold.

John Overdeck first reported a position in MBCE in Q4 2024 and held it in 2 quarters. The position peaked at $597K in Q3 2025. 7 funds tracked by Wall St. Rank hold MBCE as of Q4 2025.

John Overdeck reported no remaining Monarch Blue Chips Elite Index ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 16,200 Monarch Blue Chips Elite Index ETF shares in Q4 2025, an estimated $597K.
John Overdeck first reported a position in Monarch Blue Chips Elite Index ETF in Q4 2024 and held it in 2 quarters.
John Overdeck's Monarch Blue Chips Elite Index ETF position peaked at $597K in Q3 2025.
7 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.