PFG
MBCE

Premier Financial Group’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Premier Financial Group’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
2026
Q1 		– Sell
-1,260
Closed -$46.7K – 54
2025
Q4 		$46.7K Buy
+1,260
New +$46.3K 0.01% 34

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Premier Financial Group's MBCE Position: Q1 2026 in Review

Premier Financial Group sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q1 2026, closing a stake of 1,260 shares — an estimated $46.7K sold.

Premier Financial Group first reported a position in MBCE in Q4 2025 and held it in 1 quarter. The position peaked at $46.7K in Q4 2025. 11 funds tracked by Wall St. Rank hold MBCE as of Q1 2026.

  • Premier Financial Group reported no remaining Monarch Blue Chips Elite Index ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Financial Group sold 1,260 Monarch Blue Chips Elite Index ETF shares in Q1 2026, an estimated $46.7K.
  • Premier Financial Group first reported a position in Monarch Blue Chips Elite Index ETF in Q4 2025 and held it in 1 quarter.
  • Premier Financial Group's Monarch Blue Chips Elite Index ETF position peaked at $46.7K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.