Raymond James Financial’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-30	Closed	-$1.09K	–	5994
2025 Q2	$1.09K	Buy	+30	New	+$1.02K	﹤0.01%	6544

Other funds holding MBCE

KWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's MBCE Position: Q3 2025 in Review

Raymond James Financial sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q3 2025, closing a stake of 30 shares — an estimated $1.09K sold.

Raymond James Financial first reported a position in MBCE in Q2 2025 and held it in 1 quarter. The position peaked at $1.09K in Q2 2025. 7 funds tracked by Wall St. Rank hold MBCE as of Q3 2025.

Raymond James Financial reported no remaining Monarch Blue Chips Elite Index ETF position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 30 Monarch Blue Chips Elite Index ETF shares in Q3 2025, an estimated $1.09K.
Raymond James Financial first reported a position in Monarch Blue Chips Elite Index ETF in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Monarch Blue Chips Elite Index ETF position peaked at $1.09K in Q2 2025.
7 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.