MWM
MVFG icon

Maridea Wealth Management’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

Maridea Wealth Management’s Portfolio MVFG Stock Details MVFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
+8,115
New +$271K 0.04% 377

Other funds holding MVFG

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maridea Wealth Management's MVFG Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) in Q1 2026: 8,115 shares worth $261K. The stake represents 0.04% of the portfolio and ranks #377 among its holdings.

7 funds tracked by Wall St. Rank hold MVFG as of Q1 2026.

  • Maridea Wealth Management held 8,115 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $261K as of Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF was a new Maridea Wealth Management position in Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #377 holding.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.