MWM
MBCE

Maridea Wealth Management’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Maridea Wealth Management’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
Q2 		$283K Buy
6,810
+42
+0.6% +$1.6K 0.03% 434
2026
Q1 		$233K Buy
+6,768
New +$246K 0.03% 399

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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

Maridea Wealth Management's MBCE Position: Q2 2026 in Review

Maridea Wealth Management increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 0.62% in Q2 2026, buying an estimated $1.6K and bringing the position to 6,810 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #434.

Maridea Wealth Management first reported a position in MBCE in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

  • Maridea Wealth Management held 6,810 shares of Monarch Blue Chips Elite Index ETF worth $283K as of Q2 2026.
  • Maridea Wealth Management bought 42 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $1.6K.
  • Monarch Blue Chips Elite Index ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Maridea Wealth Management first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.