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 Q2	$623K	Buy	25,167 +14,173	+129%	+$368K	﹤0.01%	4831
2026 Q1	$282K	Buy	+10,994	New	+$294K	﹤0.01%	5226

Other funds holding MDPL

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's MDPL Position: Q2 2026 in Review

LPL Financial increased its Monarch Dividend Plus Index ETF (MDPL) stake by 129% in Q2 2026, buying an estimated $368K and bringing the position to 25,167 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #4831.

LPL Financial first reported a position in MDPL in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

LPL Financial held 25,167 shares of Monarch Dividend Plus Index ETF worth $623K as of Q2 2026.
LPL Financial bought 14,173 Monarch Dividend Plus Index ETF shares in Q2 2026, an estimated $368K.
Monarch Dividend Plus Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4831 holding.
LPL Financial first reported a position in Monarch Dividend Plus Index ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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