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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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Dividend Plus Index ETF (MDPL) stake by 6.4% in Q1 2026, buying an estimated $3.53M and bringing the position to 2,191,126 shares worth $56.2M. The position accounts for 0.77% of the portfolio, ranked #25.

Kingsview Wealth Management first reported a position in MDPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $58.3M in Q4 2024. 6 funds tracked by Wall St. Rank hold MDPL as of Q1 2026.

  • Kingsview Wealth Management held 2,191,126 shares of Monarch Dividend Plus Index ETF worth $56.2M as of Q1 2026.
  • Kingsview Wealth Management bought 131,928 Monarch Dividend Plus Index ETF shares in Q1 2026, an estimated $3.53M.
  • Monarch Dividend Plus Index ETF made up 0.77% of Kingsview Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Kingsview Wealth Management first reported a position in Monarch Dividend Plus Index ETF in Q1 2024 and has held it in 9 quarters since.
  • Kingsview Wealth Management's Monarch Dividend Plus Index ETF position peaked at $58.3M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q1 2026.

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