LPL Financial
MSSS icon

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
Q1 		$506K Buy
+16,912
New +$527K ﹤0.01% 4741

Other funds holding MSSS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial's MSSS Position: Q1 2026 in Review

LPL Financial opened a new position in Monarch Select Subsector Index ETF (MSSS) in Q1 2026: 16,912 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #4741 among its holdings.

9 funds tracked by Wall St. Rank hold MSSS as of Q1 2026.

  • LPL Financial held 16,912 shares of Monarch Select Subsector Index ETF worth $506K as of Q1 2026.
  • Monarch Select Subsector Index ETF was a new LPL Financial position in Q1 2026.
  • Monarch Select Subsector Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4741 holding.
  • 9 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q1 2026.

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