LSIA
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LaSalle St. Investment Advisors’s Freedom Day Dividend ETF MBOX Stock Holding History

LaSalle St. Investment Advisors’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Sell
6,193
-288
-4% -$10.7K 0.03% 370
2025
Q4 		$226K Sell
6,481
-725
-10% -$25.4K 0.04% 331
2025
Q3 		$253K Sell
7,206
-29
-0.4% -$997 0.05% 286
2025
Q2 		$242K Buy
+7,235
New +$235K 0.07% 273

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LaSalle St. Investment Advisors's MBOX Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its Freedom Day Dividend ETF (MBOX) stake by 4.4% in Q1 2026, selling an estimated $10.7K and leaving 6,193 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #370.

LaSalle St. Investment Advisors first reported a position in MBOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

  • LaSalle St. Investment Advisors held 6,193 shares of Freedom Day Dividend ETF worth $226K as of Q1 2026.
  • LaSalle St. Investment Advisors sold 288 Freedom Day Dividend ETF shares in Q1 2026, an estimated $10.7K.
  • Freedom Day Dividend ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #370 holding.
  • LaSalle St. Investment Advisors first reported a position in Freedom Day Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • LaSalle St. Investment Advisors's Freedom Day Dividend ETF position peaked at $253K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.