Osaic Holdings
MAMB

Osaic Holdings’s Monarch Ambassador Income Index ETF MAMB Stock Holding History

Osaic Holdings’s Portfolio MAMB Stock Details MAMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Sell
6,091
-413
-6% -$10.1K ﹤0.01% 4404
2025
Q4 		$155K Buy
+6,504
New +$156K ﹤0.01% 4346

Other funds holding MAMB

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings's MAMB Position: Q1 2026 in Review

Osaic Holdings reduced its Monarch Ambassador Income Index ETF (MAMB) stake by 6.3% in Q1 2026, selling an estimated $10.1K and leaving 6,091 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #4404.

Osaic Holdings first reported a position in MAMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $155K in Q4 2025. 8 funds tracked by Wall St. Rank hold MAMB as of Q1 2026.

  • Osaic Holdings held 6,091 shares of Monarch Ambassador Income Index ETF worth $147K as of Q1 2026.
  • Osaic Holdings sold 413 Monarch Ambassador Income Index ETF shares in Q1 2026, an estimated $10.1K.
  • Monarch Ambassador Income Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4404 holding.
  • Osaic Holdings first reported a position in Monarch Ambassador Income Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Monarch Ambassador Income Index ETF position peaked at $155K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.