Kingsview Wealth Management’s Monarch Select Subsector Index ETF MSSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$115M	Buy	3,841,170 +62,979	+2%	+$1.96M	1.57%	9
2025 Q4	$114M	Sell	3,778,191 -72,015	-2%	-$2.19M	1.65%	9
2025 Q3	$118M	Buy	3,850,206 +795,022	+26%	+$23.7M	1.81%	9
2025 Q2	$90.2M	Sell	3,055,184 -756,436	-20%	-$20.7M	1.53%	10
2025 Q1	$103M	Sell	3,811,620 -54,900	-1%	-$1.54M	1.95%	7
2024 Q4	$106M	Buy	3,866,520 +1,779,452	+85%	+$50.9M	2.07%	8
2024 Q3	$60.5M	Sell	2,087,068 -53,977	-3%	-$1.47M	1.27%	10
2024 Q2	$53.7M	Sell	2,141,045 -114,063	-5%	-$2.83M	1.27%	11
2024 Q1	$57.8M	Buy	+2,255,108	New	+$56.7M	1.45%	11

Other funds holding MSSS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG

Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Select Subsector Index ETF (MSSS) stake by 1.7% in Q1 2026, buying an estimated $1.96M and bringing the position to 3,841,170 shares worth $115M. The position accounts for 1.57% of the portfolio, ranked #9.

Kingsview Wealth Management first reported a position in MSSS in Q1 2024 and has held it in 9 quarters since. The position peaked at $118M in Q3 2025. 9 funds tracked by Wall St. Rank hold MSSS as of Q1 2026.

Kingsview Wealth Management held 3,841,170 shares of Monarch Select Subsector Index ETF worth $115M as of Q1 2026.
Kingsview Wealth Management bought 62,979 Monarch Select Subsector Index ETF shares in Q1 2026, an estimated $1.96M.
Monarch Select Subsector Index ETF made up 1.57% of Kingsview Wealth Management's portfolio in Q1 2026, its #9 holding.
Kingsview Wealth Management first reported a position in Monarch Select Subsector Index ETF in Q1 2024 and has held it in 9 quarters since.
Kingsview Wealth Management's Monarch Select Subsector Index ETF position peaked at $118M in Q3 2025.
9 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q1 2026.

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