Kestra Advisory Services’s Monarch Ambassador Income Index ETF MAMB Stock Holding History

Kestra Advisory Services’s Portfolio MAMB Stock Details MAMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,867	Closed	-$418K	–	2844
2024 Q4	$418K	Hold	18,867	–	–	﹤0.01%	1998
2024 Q3	$439K	Buy	+18,867	New	+$431K	﹤0.01%	1851

Other funds holding MAMB

KWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Kestra Advisory Services's MAMB Position: Q1 2025 in Review

Kestra Advisory Services sold out of Monarch Ambassador Income Index ETF (MAMB) in Q1 2025, closing a stake of 18,867 shares — an estimated $418K sold.

Kestra Advisory Services first reported a position in MAMB in Q3 2024 and held it in 2 quarters. The position peaked at $439K in Q3 2024. 4 funds tracked by Wall St. Rank hold MAMB as of Q1 2025.

Kestra Advisory Services reported no remaining Monarch Ambassador Income Index ETF position as of Q1 2025 after selling out during the quarter.
Kestra Advisory Services sold 18,867 Monarch Ambassador Income Index ETF shares in Q1 2025, an estimated $418K.
Kestra Advisory Services first reported a position in Monarch Ambassador Income Index ETF in Q3 2024 and held it in 2 quarters.
Kestra Advisory Services's Monarch Ambassador Income Index ETF position peaked at $439K in Q3 2024.
4 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.