KWM
MBCE

Kingsview Wealth Management’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Kingsview Wealth Management’s Portfolio MBCE Stock Details MBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176M Buy
4,226,577
+366,914
+10% +$14M 2.13% 5
2026
Q1 		$133M Buy
3,859,663
+485,142
+14% +$17.6M 1.82% 8
2025
Q4 		$125M Buy
3,374,521
+238,083
+8% +$8.76M 1.8% 7
2025
Q3 		$116M Buy
3,136,438
+267,822
+9% +$9.84M 1.76% 10
2025
Q2 		$105M Buy
2,868,616
+64,621
+2% +$2.2M 1.77% 8
2025
Q1 		$93.8M Sell
2,803,995
-237,761
-8% -$8.33M 1.77% 10
2024
Q4 		$105M Sell
3,041,756
-71,550
-2% -$2.52M 2.04% 9
2024
Q3 		$108M Buy
3,113,306
+205,036
+7% +$6.82M 2.28% 4
2024
Q2 		$94.8M Buy
2,908,270
+382,834
+15% +$12.2M 2.24% 5
2024
Q1 		$82.6M Buy
2,525,436
+346,706
+16% +$10.8M 2.07% 7
2023
Q4 		$63.1M Buy
2,178,730
+630,246
+41% +$17.1M 1.89% 7
2023
Q3 		$39.8M Buy
1,548,484
+194,092
+14% +$5.25M 1.43% 8
2023
Q2 		$36.4M Sell
1,354,392
-33,754
-2% -$867K 1.43% 9
2023
Q1 		$34.9M Sell
1,388,146
-7,559
-0.5% -$185K 1.47% 9
2022
Q4 		$33.1M Buy
1,395,705
+36,122
+3% +$835K 1.44% 8
2022
Q3 		$28.9M Buy
1,359,583
+230,123
+20% +$5.45M 1.37% 9
2022
Q2 		$25.4M Buy
1,129,460
+134,738
+14% +$3.21M 1.21% 9
2022
Q1 		$26.4M Sell
994,722
-18,249
-2% -$484K 1.16% 10
2021
Q4 		$30.1M Buy
1,012,971
+102,314
+11% +$3.01M 1.25% 10
2021
Q3 		$25.9M Buy
910,657
+135,980
+18% +$3.93M 1.23% 11
2021
Q2 		$21.6M Buy
774,677
+183,933
+31% +$4.89M 1.07% 12
2021
Q1 		$15M Buy
+590,744
New +$14.7M 0.85% 17

Other funds holding MBCE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 9.5% in Q2 2026, buying an estimated $14M and bringing the position to 4,226,577 shares worth $176M. The position accounts for 2.13% of the portfolio, ranked #5.

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

  • Kingsview Wealth Management held 4,226,577 shares of Monarch Blue Chips Elite Index ETF worth $176M as of Q2 2026.
  • Kingsview Wealth Management bought 366,914 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $14M.
  • Monarch Blue Chips Elite Index ETF made up 2.13% of Kingsview Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Kingsview Wealth Management first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

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