Stegent Equity Advisors’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Stegent Equity Advisors’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
2022 Q1	–	Sell	-12,665	Closed	-$377K	–	106
2021 Q4	$377K	Buy	+12,665	New	+$372K	0.31%	75

Other funds holding MBCE

KWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Stegent Equity Advisors's MBCE Position: Q1 2022 in Review

Stegent Equity Advisors sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q1 2022, closing a stake of 12,665 shares — an estimated $377K sold.

Stegent Equity Advisors first reported a position in MBCE in Q4 2021 and held it in 1 quarter. The position peaked at $377K in Q4 2021. 3 funds tracked by Wall St. Rank hold MBCE as of Q1 2022.

Stegent Equity Advisors reported no remaining Monarch Blue Chips Elite Index ETF position as of Q1 2022 after selling out during the quarter.
Stegent Equity Advisors sold 12,665 Monarch Blue Chips Elite Index ETF shares in Q1 2022, an estimated $377K.
Stegent Equity Advisors first reported a position in Monarch Blue Chips Elite Index ETF in Q4 2021 and held it in 1 quarter.
Stegent Equity Advisors's Monarch Blue Chips Elite Index ETF position peaked at $377K in Q4 2021.
3 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2022.

Based on Stegent Equity Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.