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Kestra Advisory Services’s Monarch ProCap Index ETF MPRO Stock Holding History

Kestra Advisory Services’s Portfolio MPRO Stock Details MPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,750
Closed -$479K – 2850
2024
Q4 		$479K Hold
16,750
– – ﹤0.01% 1900
2024
Q3 		$509K Buy
+16,750
New +$491K ﹤0.01% 1756

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kestra Advisory Services sold out of Monarch ProCap Index ETF (MPRO) in Q1 2025, closing a stake of 16,750 shares — an estimated $479K sold.

Kestra Advisory Services first reported a position in MPRO in Q3 2024 and held it in 2 quarters. The position peaked at $509K in Q3 2024. 7 funds tracked by Wall St. Rank hold MPRO as of Q1 2025.

  • Kestra Advisory Services reported no remaining Monarch ProCap Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 16,750 Monarch ProCap Index ETF shares in Q1 2025, an estimated $479K.
  • Kestra Advisory Services first reported a position in Monarch ProCap Index ETF in Q3 2024 and held it in 2 quarters.
  • Kestra Advisory Services's Monarch ProCap Index ETF position peaked at $509K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q1 2025.

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