Root Financial Partners’s Monarch Ambassador Income Index ETF MAMB Stock Holding History

Root Financial Partners’s Portfolio MAMB Stock Details MAMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155K	Buy	+6,748	New	+$160K	0.01%	548

Other funds holding MAMB

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's MAMB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Monarch Ambassador Income Index ETF (MAMB) in Q3 2026: 6,748 shares worth $155K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

9 funds tracked by Wall St. Rank hold MAMB as of Q3 2026.

Root Financial Partners held 6,748 shares of Monarch Ambassador Income Index ETF worth $155K as of Q3 2026.
Monarch Ambassador Income Index ETF was a new Root Financial Partners position in Q3 2026.
Monarch Ambassador Income Index ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #548 holding.
9 funds tracked by Wall St. Rank held Monarch Ambassador Income Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.