Osaic Holdings’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Osaic Holdings’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
2024 Q2	–	Sell	-1,190	Closed	-$38.9K	–	7531
2024 Q1	$38.9K	Hold	1,190	–	–	﹤0.01%	4927
2023 Q4	$34.5K	Buy	+1,190	New	+$32.3K	﹤0.01%	5136

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings's MBCE Position: Q2 2024 in Review

Osaic Holdings sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q2 2024, closing a stake of 1,190 shares — an estimated $38.9K sold.

Osaic Holdings first reported a position in MBCE in Q4 2023 and held it in 2 quarters. The position peaked at $38.9K in Q1 2024. 2 funds tracked by Wall St. Rank hold MBCE as of Q2 2024.

Osaic Holdings reported no remaining Monarch Blue Chips Elite Index ETF position as of Q2 2024 after selling out during the quarter.
Osaic Holdings sold 1,190 Monarch Blue Chips Elite Index ETF shares in Q2 2024, an estimated $38.9K.
Osaic Holdings first reported a position in Monarch Blue Chips Elite Index ETF in Q4 2023 and held it in 2 quarters.
Osaic Holdings's Monarch Blue Chips Elite Index ETF position peaked at $38.9K in Q1 2024.
2 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2024.

Based on Osaic Holdings's 13F filing for Q2 2024, filed 13 Aug 2024.