LPL Financial
MAMB

LPL Financial’s Monarch Ambassador Income Index ETF MAMB Stock Holding History

LPL Financial’s Portfolio MAMB Stock Details MAMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$986K Buy
40,896
+29,886
+271% +$728K ﹤0.01% 4190
2025
Q4 		$263K Buy
11,010
+1,329
+14% +$32K ﹤0.01% 5249
2025
Q3 		$229K Buy
9,681
+271
+3% +$6.32K ﹤0.01% 5257
2025
Q2 		$217K Buy
+9,410
New +$215K ﹤0.01% 5028

Other funds holding MAMB

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's MAMB Position: Q1 2026 in Review

LPL Financial increased its Monarch Ambassador Income Index ETF (MAMB) stake by 271% in Q1 2026, buying an estimated $728K and bringing the position to 40,896 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #4190.

LPL Financial first reported a position in MAMB in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold MAMB as of Q1 2026.

  • LPL Financial held 40,896 shares of Monarch Ambassador Income Index ETF worth $986K as of Q1 2026.
  • LPL Financial bought 29,886 Monarch Ambassador Income Index ETF shares in Q1 2026, an estimated $728K.
  • Monarch Ambassador Income Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4190 holding.
  • LPL Financial first reported a position in Monarch Ambassador Income Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.