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Kingsview Wealth Management’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

Kingsview Wealth Management’s Portfolio MVFD Stock Details MVFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$107M Buy
3,578,010
+307,263
+9% +$9.27M 1.3% 11
2026
Q1 		$95.9M Buy
3,270,747
+372,845
+13% +$11.2M 1.31% 12
2025
Q4 		$81.7M Buy
2,897,902
+136,287
+5% +$3.81M 1.18% 14
2025
Q3 		$74.7M Buy
2,761,615
+89,379
+3% +$2.38M 1.14% 15
2025
Q2 		$69.3M Buy
2,672,236
+7,062
+0.3% +$176K 1.17% 14
2025
Q1 		$68.3M Buy
2,665,174
+715,969
+37% +$18.9M 1.29% 14
2024
Q4 		$50.6M Buy
1,949,205
+81,166
+4% +$2.18M 0.99% 17
2024
Q3 		$49.3M Buy
1,868,039
+245,301
+15% +$6.22M 1.04% 16
2024
Q2 		$40.1M Buy
1,622,738
+273,491
+20% +$6.85M 0.95% 20
2024
Q1 		$35M Buy
+1,349,247
New +$34.3M 0.88% 20

Other funds holding MVFD

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 9.4% in Q2 2026, buying an estimated $9.27M and bringing the position to 3,578,010 shares worth $107M. The position accounts for 1.3% of the portfolio, ranked #11.

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

  • Kingsview Wealth Management held 3,578,010 shares of Monarch Volume Factor Dividend Tree Index ETF worth $107M as of Q2 2026.
  • Kingsview Wealth Management bought 307,263 Monarch Volume Factor Dividend Tree Index ETF shares in Q2 2026, an estimated $9.27M.
  • Monarch Volume Factor Dividend Tree Index ETF made up 1.3% of Kingsview Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Kingsview Wealth Management first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 6 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q2 2026.

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