LPL Financial’s Monarch Select Subsector Index ETF MSSS Stock Holding History

LPL Financial’s Portfolio MSSS Stock Details MSSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Buy	42,687 +25,775	+152%	+$858K	﹤0.01%	4037
2026 Q1	$506K	Buy	+16,912	New	+$527K	﹤0.01%	4741

Other funds holding MSSS

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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 MSSS Position: Q2 2026 in Review

LPL Financial increased its Monarch Select Subsector Index ETF (MSSS) stake by 152% in Q2 2026, buying an estimated $858K and bringing the position to 42,687 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4037.

LPL Financial first reported a position in MSSS in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MSSS as of Q2 2026.

LPL Financial held 42,687 shares of Monarch Select Subsector Index ETF worth $1.53M as of Q2 2026.
LPL Financial bought 25,775 Monarch Select Subsector Index ETF shares in Q2 2026, an estimated $858K.
Monarch Select Subsector Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4037 holding.
LPL Financial first reported a position in Monarch Select Subsector Index ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q2 2026.

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