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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
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

MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 13% in Q1 2026, buying an estimated $11.2M and bringing the position to 3,270,747 shares worth $95.9M. The position accounts for 1.31% of the portfolio, ranked #12.

Kingsview Wealth Management first reported a position in MVFD in Q1 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold MVFD as of Q1 2026.

  • Kingsview Wealth Management held 3,270,747 shares of Monarch Volume Factor Dividend Tree Index ETF worth $95.9M as of Q1 2026.
  • Kingsview Wealth Management bought 372,845 Monarch Volume Factor Dividend Tree Index ETF shares in Q1 2026, an estimated $11.2M.
  • Monarch Volume Factor Dividend Tree Index ETF made up 1.31% of Kingsview Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Kingsview Wealth Management first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2024 and has held it in 9 quarters since.
  • 5 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q1 2026.

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