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
Q2 		$181M Buy
7,521,062
+470,065
+7% +$11.4M 2.19% 4
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 $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kingsview Wealth Management's MAMB Position: Q2 2026 in Review

Kingsview Wealth Management increased its Monarch Ambassador Income Index ETF (MAMB) stake by 6.7% in Q2 2026, buying an estimated $11.4M and bringing the position to 7,521,062 shares worth $181M. The position accounts for 2.19% of the portfolio, ranked #4.

Kingsview Wealth Management first reported a position in MAMB in Q1 2021 and has held it in 22 quarters since. 9 funds tracked by Wall St. Rank hold MAMB as of Q2 2026.

  • Kingsview Wealth Management held 7,521,062 shares of Monarch Ambassador Income Index ETF worth $181M as of Q2 2026.
  • Kingsview Wealth Management bought 470,065 Monarch Ambassador Income Index ETF shares in Q2 2026, an estimated $11.4M.
  • Monarch Ambassador Income Index ETF made up 2.19% of Kingsview Wealth Management's portfolio in Q2 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 22 quarters since.
  • 9 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.