LPL Financial’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

LPL Financial’s Portfolio MDPL Stock Details MDPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Buy	+10,994	New	+$294K	﹤0.01%	5226

Other funds holding MDPL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 MDPL Position: Q1 2026 in Review

LPL Financial opened a new position in Monarch Dividend Plus Index ETF (MDPL) in Q1 2026: 10,994 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #5226 among its holdings.

6 funds tracked by Wall St. Rank hold MDPL as of Q1 2026.

LPL Financial held 10,994 shares of Monarch Dividend Plus Index ETF worth $282K as of Q1 2026.
Monarch Dividend Plus Index ETF was a new LPL Financial position in Q1 2026.
Monarch Dividend Plus Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5226 holding.
6 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q1 2026.

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