Kingsview Wealth Management’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

Kingsview Wealth Management’s Portfolio MDPL Stock Details MDPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.6M	Sell	2,126,098 -65,028	-3%	-$1.69M	0.64%	31
2026 Q1	$56.2M	Buy	2,191,126 +131,928	+6%	+$3.53M	0.77%	25
2025 Q4	$55.3M	Buy	2,059,198 +8,830	+0.4%	+$232K	0.8%	23
2025 Q3	$54.4M	Sell	2,050,368 -86,143	-4%	-$2.29M	0.83%	25
2025 Q2	$55.6M	Buy	2,136,511 +16,837	+0.8%	+$429K	0.94%	21
2025 Q1	$55.6M	Sell	2,119,674 -184,657	-8%	-$4.76M	1.05%	16
2024 Q4	$58.3M	Buy	2,304,331 +1,015,519	+79%	+$27M	1.14%	13
2024 Q3	$34.5M	Sell	1,288,812 -15,812	-1%	-$409K	0.73%	29
2024 Q2	$32.5M	Buy	1,304,624 +27,052	+2%	+$685K	0.77%	25
2024 Q1	$33.7M	Buy	+1,277,572	New	+$33M	0.85%	22

Other funds holding MDPL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingsview Wealth Management reduced its Monarch Dividend Plus Index ETF (MDPL) stake by 3% in Q2 2026, selling an estimated $1.69M and leaving 2,126,098 shares worth $52.6M. The position accounts for 0.64% of the portfolio, ranked #31.

Kingsview Wealth Management first reported a position in MDPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.3M in Q4 2024. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

Kingsview Wealth Management held 2,126,098 shares of Monarch Dividend Plus Index ETF worth $52.6M as of Q2 2026.
Kingsview Wealth Management sold 65,028 Monarch Dividend Plus Index ETF shares in Q2 2026, an estimated $1.69M.
Monarch Dividend Plus Index ETF made up 0.64% of Kingsview Wealth Management's portfolio in Q2 2026, its #31 holding.
Kingsview Wealth Management first reported a position in Monarch Dividend Plus Index ETF in Q1 2024 and has held it in 10 quarters since.
Kingsview Wealth Management's Monarch Dividend Plus Index ETF position peaked at $58.3M in Q4 2024.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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