Kingsview Wealth Management’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140M	Buy	4,348,501 +406,048	+10%	+$13.6M	1.91%	7
2025 Q4	$122M	Buy	3,942,453 +132,778	+3%	+$4.11M	1.76%	8
2025 Q3	$119M	Buy	3,809,675 +338,557	+10%	+$9.9M	1.82%	8
2025 Q2	$97.3M	Buy	3,471,118 +222,449	+7%	+$5.95M	1.65%	9
2025 Q1	$81.8M	Buy	3,248,669 +1,072,520	+49%	+$27.9M	1.54%	11
2024 Q4	$57M	Buy	2,176,149 +181,120	+9%	+$4.94M	1.11%	14
2024 Q3	$54.9M	Buy	1,995,029 +105,691	+6%	+$2.82M	1.16%	14
2024 Q2	$49.7M	Buy	1,889,338 +213,265	+13%	+$5.5M	1.17%	12
2024 Q1	$43.3M	Buy	+1,676,073	New	+$42.6M	1.09%	12

Other funds holding MVFG

Millington Securities Red Bank, New Jersey $362M AUM

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

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kingsview Wealth Management increased its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 10% in Q1 2026, buying an estimated $13.6M and bringing the position to 4,348,501 shares worth $140M. The position accounts for 1.91% of the portfolio, ranked #7.

Kingsview Wealth Management first reported a position in MVFG in Q1 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold MVFG as of Q1 2026.

Kingsview Wealth Management held 4,348,501 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $140M as of Q1 2026.
Kingsview Wealth Management bought 406,048 Monarch Volume Factor Global Unconstrained Index ETF shares in Q1 2026, an estimated $13.6M.
Monarch Volume Factor Global Unconstrained Index ETF made up 1.91% of Kingsview Wealth Management's portfolio in Q1 2026, its #7 holding.
Kingsview Wealth Management first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q1 2024 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

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