MWM
MPRO icon

Maridea Wealth Management’s Monarch ProCap Index ETF MPRO Stock Holding History

Maridea Wealth Management’s Portfolio MPRO Stock Details MPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Sell
6,391
-33
-0.5% -$1.07K 0.02% 523
2026
Q1 		$201K Buy
+6,424
New +$204K 0.03% 436

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 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 MPRO Position: Q2 2026 in Review

Maridea Wealth Management reduced its Monarch ProCap Index ETF (MPRO) stake by 0.51% in Q2 2026, selling an estimated $1.07K and leaving 6,391 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #523.

Maridea Wealth Management first reported a position in MPRO in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold MPRO as of Q2 2026.

  • Maridea Wealth Management held 6,391 shares of Monarch ProCap Index ETF worth $209K as of Q2 2026.
  • Maridea Wealth Management sold 33 Monarch ProCap Index ETF shares in Q2 2026, an estimated $1.07K.
  • Monarch ProCap Index ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Maridea Wealth Management first reported a position in Monarch ProCap Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q2 2026.

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