Root Financial Partners
MVFD icon

Root Financial Partners’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

Root Financial Partners’s Portfolio MVFD Stock Details MVFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$161K Buy
+5,381
New +$166K 0.01% 526

Other funds holding MVFD

Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
West Michigan Advisors
West Michigan Advisors Holland, Michigan $532M AUM 33.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) in Q3 2026: 5,381 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

5 funds tracked by Wall St. Rank hold MVFD as of Q3 2026.

  • Root Financial Partners held 5,381 shares of Monarch Volume Factor Dividend Tree Index ETF worth $161K as of Q3 2026.
  • Monarch Volume Factor Dividend Tree Index ETF was a new Root Financial Partners position in Q3 2026.
  • Monarch Volume Factor Dividend Tree Index ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #526 holding.
  • 5 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q3 2026.

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