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 Q2	$346K	Buy	9,963 +1,848	+23%	+$63.2K	0.04%	384
2026 Q1	$261K	Buy	+8,115	New	+$271K	0.04%	377

Other funds holding MVFG

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Maridea Wealth Management increased its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 23% in Q2 2026, buying an estimated $63.2K and bringing the position to 9,963 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #384.

Maridea Wealth Management first reported a position in MVFG in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold MVFG as of Q2 2026.

Maridea Wealth Management held 9,963 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $346K as of Q2 2026.
Maridea Wealth Management bought 1,848 Monarch Volume Factor Global Unconstrained Index ETF shares in Q2 2026, an estimated $63.2K.
Monarch Volume Factor Global Unconstrained Index ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #384 holding.
Maridea Wealth Management first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q2 2026.

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