LPL Financial
MBCE

LPL Financial’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

LPL Financial’s Portfolio MBCE Stock Details MBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
101,166
+68,708
+212% +$2.62M ﹤0.01% 2953
2026
Q1 		$1.12M Buy
32,458
+24,680
+317% +$898K ﹤0.01% 4094
2025
Q4 		$287K Buy
7,778
+1,212
+18% +$44.6K ﹤0.01% 5176
2025
Q3 		$242K Sell
6,566
-11
-0.2% -$404 ﹤0.01% 5211
2025
Q2 		$240K Buy
+6,577
New +$224K ﹤0.01% 4955

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial's MBCE Position: Q2 2026 in Review

LPL Financial increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 212% in Q2 2026, buying an estimated $2.62M and bringing the position to 101,166 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

LPL Financial first reported a position in MBCE in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

  • LPL Financial held 101,166 shares of Monarch Blue Chips Elite Index ETF worth $4.21M as of Q2 2026.
  • LPL Financial bought 68,708 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $2.62M.
  • Monarch Blue Chips Elite Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2953 holding.
  • LPL Financial first reported a position in Monarch Blue Chips Elite Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.