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Premier Financial Group’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

Premier Financial Group’s Portfolio MDPL Stock Details MDPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-934
Closed -$25.2K – 62
2025
Q4 		$25.2K Buy
+934
New +$24.6K 0.01% 40

Other funds holding MDPL

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Premier Financial Group sold out of Monarch Dividend Plus Index ETF (MDPL) in Q1 2026, closing a stake of 934 shares — an estimated $25.2K sold.

Premier Financial Group first reported a position in MDPL in Q4 2025 and held it in 1 quarter. The position peaked at $25.2K in Q4 2025. 6 funds tracked by Wall St. Rank hold MDPL as of Q1 2026.

  • Premier Financial Group reported no remaining Monarch Dividend Plus Index ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Financial Group sold 934 Monarch Dividend Plus Index ETF shares in Q1 2026, an estimated $25.2K.
  • Premier Financial Group first reported a position in Monarch Dividend Plus Index ETF in Q4 2025 and held it in 1 quarter.
  • Premier Financial Group's Monarch Dividend Plus Index ETF position peaked at $25.2K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q1 2026.

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