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 Q2	$139M	Buy	3,878,483 +37,313	+1%	+$1.24M	1.68%	9
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 $445B AUM 25.58% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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 MSSS Position: Q2 2026 in Review

Kingsview Wealth Management increased its Monarch Select Subsector Index ETF (MSSS) stake by 0.97% in Q2 2026, buying an estimated $1.24M and bringing the position to 3,878,483 shares worth $139M. The position accounts for 1.68% of the portfolio, ranked #9.

Kingsview Wealth Management first reported a position in MSSS in Q1 2024 and has held it in 10 quarters since. 6 funds tracked by Wall St. Rank hold MSSS as of Q2 2026.

Kingsview Wealth Management held 3,878,483 shares of Monarch Select Subsector Index ETF worth $139M as of Q2 2026.
Kingsview Wealth Management bought 37,313 Monarch Select Subsector Index ETF shares in Q2 2026, an estimated $1.24M.
Monarch Select Subsector Index ETF made up 1.68% of Kingsview Wealth Management's portfolio in Q2 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 10 quarters since.
6 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q2 2026.

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