RFG Advisory’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

RFG Advisory’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 Q2	$232K	Buy	+5,575	New	+$213K	﹤0.01%	1034
2026 Q1	–	Sell	-5,816	Closed	-$215K	–	1088
2025 Q4	$215K	Sell	5,816 -949	-14%	-$34.9K	﹤0.01%	932
2025 Q3	$249K	Sell	6,765 -312	-4%	-$11.5K	0.01%	863
2025 Q2	$258K	Sell	7,077 -625	-8%	-$21.3K	0.01%	831
2025 Q1	$258K	Sell	7,702 -1,693	-18%	-$59.3K	0.01%	762
2024 Q4	$324K	Buy	+9,395	New	+$330K	0.01%	625

RFG Advisory's MBCE Position: Q2 2026 in Review

RFG Advisory opened a new position in Monarch Blue Chips Elite Index ETF (MBCE) in Q2 2026: 5,575 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: RFG Advisory previously reported a position in MBCE as recently as Q4 2025.

RFG Advisory first reported a position in MBCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q4 2024. 1 fund tracked by Wall St. Rank holds MBCE as of Q2 2026.

RFG Advisory held 5,575 shares of Monarch Blue Chips Elite Index ETF worth $232K as of Q2 2026.
Monarch Blue Chips Elite Index ETF was a new RFG Advisory position in Q2 2026.
Monarch Blue Chips Elite Index ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1034 holding.
RFG Advisory first reported a position in Monarch Blue Chips Elite Index ETF in Q4 2024 and has held it in 6 quarters since.
RFG Advisory's Monarch Blue Chips Elite Index ETF position peaked at $324K in Q4 2024.
1 fund tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.