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
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 $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial's MBCE Position: Q1 2026 in Review

LPL Financial increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 317% in Q1 2026, buying an estimated $898K and bringing the position to 32,458 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

LPL Financial first reported a position in MBCE in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold MBCE as of Q1 2026.

  • LPL Financial held 32,458 shares of Monarch Blue Chips Elite Index ETF worth $1.12M as of Q1 2026.
  • LPL Financial bought 24,680 Monarch Blue Chips Elite Index ETF shares in Q1 2026, an estimated $898K.
  • Monarch Blue Chips Elite Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4094 holding.
  • LPL Financial first reported a position in Monarch Blue Chips Elite Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2026.

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