KWM
Kingsview Wealth Management’s Monarch Ambassador Income Index ETF MAMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
5,529,997
+151,891
| +3% | +$3.5M | 2.16% | 5 |
|
|
2025
Q1 | $123M | Buy |
5,378,106
+467,576
| +10% | +$10.7M | 2.31% | 5 |
|
|
2024
Q4 | $109M | Buy |
4,910,530
+1,014,449
| +26% | +$22.5M | 2.12% | 6 |
|
|
2024
Q3 | $90.6M | Buy |
3,896,081
+474,586
| +14% | +$11M | 1.9% | 8 |
|
|
2024
Q2 | $75.3M | Buy |
3,421,495
+231,786
| +7% | +$5.1M | 1.78% | 9 |
|
|
2024
Q1 | $70.7M | Buy |
3,189,709
+308,111
| +11% | +$6.82M | 1.77% | 9 |
|
|
2023
Q4 | $64.3M | Buy |
2,881,598
+691,835
| +32% | +$15.4M | 1.92% | 6 |
|
|
2023
Q3 | $45.7M | Buy |
2,189,763
+353,086
| +19% | +$7.38M | 1.64% | 7 |
|
|
2023
Q2 | $40.4M | Sell |
1,836,677
-83,817
| -4% | -$1.84M | 1.59% | 8 |
|
|
2023
Q1 | $42.9M | Buy |
1,920,494
+24,258
| +1% | +$542K | 1.8% | 5 |
|
|
2022
Q4 | $41.1M | Buy |
1,896,236
+79,682
| +4% | +$1.73M | 1.78% | 5 |
|
|
2022
Q3 | $38.3M | Buy |
1,816,554
+361,202
| +25% | +$7.62M | 1.82% | 5 |
|
|
2022
Q2 | $32.9M | Buy |
1,455,352
+297,446
| +26% | +$6.72M | 1.57% | 5 |
|
|
2022
Q1 | $27.8M | Sell |
1,157,906
-29,055
| -2% | -$697K | 1.22% | 9 |
|
|
2021
Q4 | $29.8M | Buy |
1,186,961
+59,823
| +5% | +$1.5M | 1.24% | 11 |
|
|
2021
Q3 | $28.4M | Buy |
1,127,138
+146,826
| +15% | +$3.71M | 1.35% | 8 |
|
|
2021
Q2 | $24.9M | Buy |
980,312
+299,620
| +44% | +$7.61M | 1.23% | 9 |
|
|
2021
Q1 | $17M | Buy |
+680,692
| New | +$17M | 0.97% | 11 |
|