KWM
MAMB

Kingsview Wealth Management’s Monarch Ambassador Income Index ETF MAMB Stock Holding History

Kingsview Wealth Management’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
2026
Q1 		$170M Buy
7,050,997
+772,468
+12% +$18.8M 2.32% 4
2025
Q4 		$150M Buy
6,278,529
+286,319
+5% +$6.88M 2.16% 5
2025
Q3 		$142M Buy
5,992,210
+462,213
+8% +$10.8M 2.17% 5
2025
Q2 		$128M Buy
5,529,997
+151,891
+3% +$3.47M 2.16% 5
2025
Q1 		$123M Buy
5,378,106
+467,576
+10% +$10.5M 2.31% 5
2024
Q4 		$109M Buy
4,910,530
+1,014,449
+26% +$23M 2.12% 6
2024
Q3 		$90.6M Buy
3,896,081
+474,586
+14% +$10.8M 1.9% 8
2024
Q2 		$75.3M Buy
3,421,495
+231,786
+7% +$5.09M 1.78% 9
2024
Q1 		$70.7M Buy
3,189,709
+308,111
+11% +$6.79M 1.77% 9
2023
Q4 		$64.3M Buy
2,881,598
+691,835
+32% +$14.8M 1.92% 6
2023
Q3 		$45.7M Buy
2,189,763
+353,086
+19% +$7.62M 1.64% 7
2023
Q2 		$40.4M Sell
1,836,677
-83,817
-4% -$1.87M 1.59% 8
2023
Q1 		$42.9M Buy
1,920,494
+24,258
+1% +$537K 1.8% 5
2022
Q4 		$41.1M Buy
1,896,236
+79,682
+4% +$1.7M 1.78% 5
2022
Q3 		$38.3M Buy
1,816,554
+361,202
+25% +$8.07M 1.82% 5
2022
Q2 		$32.9M Buy
1,455,352
+297,446
+26% +$6.81M 1.57% 5
2022
Q1 		$27.8M Sell
1,157,906
-29,055
-2% -$708K 1.22% 9
2021
Q4 		$29.8M Buy
1,186,961
+59,823
+5% +$1.51M 1.24% 11
2021
Q3 		$28.4M Buy
1,127,138
+146,826
+15% +$3.74M 1.35% 8
2021
Q2 		$24.9M Buy
980,312
+299,620
+44% +$7.58M 1.23% 9
2021
Q1 		$17M Buy
+680,692
New +$16.9M 0.97% 11

Other funds holding MAMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's MAMB Position: Q1 2026 in Review

Kingsview Wealth Management increased its Monarch Ambassador Income Index ETF (MAMB) stake by 12% in Q1 2026, buying an estimated $18.8M and bringing the position to 7,050,997 shares worth $170M. The position accounts for 2.32% of the portfolio, ranked #4.

Kingsview Wealth Management first reported a position in MAMB in Q1 2021 and has held it in 21 quarters since. 8 funds tracked by Wall St. Rank hold MAMB as of Q1 2026.

  • Kingsview Wealth Management held 7,050,997 shares of Monarch Ambassador Income Index ETF worth $170M as of Q1 2026.
  • Kingsview Wealth Management bought 772,468 Monarch Ambassador Income Index ETF shares in Q1 2026, an estimated $18.8M.
  • Monarch Ambassador Income Index ETF made up 2.32% of Kingsview Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Kingsview Wealth Management first reported a position in Monarch Ambassador Income Index ETF in Q1 2021 and has held it in 21 quarters since.
  • 8 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.