Stonebridge Financial Group’s m+ DualYield Autocall ETF MPDY Stock Holding History

Stonebridge Financial Group’s Portfolio MPDY Stock Details MPDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Buy	+48,334	New	+$1.18M	0.14%	94

Other funds holding MPDY

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

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

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

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Stonebridge Financial Group's MPDY Position: Q3 2026 in Review

Stonebridge Financial Group opened a new position in m+ DualYield Autocall ETF (MPDY) in Q3 2026: 48,334 shares worth $1.14M. The stake represents 0.14% of the portfolio and ranks #94 among its holdings.

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

Stonebridge Financial Group held 48,334 shares of m+ DualYield Autocall ETF worth $1.14M as of Q3 2026.
m+ DualYield Autocall ETF was a new Stonebridge Financial Group position in Q3 2026.
m+ DualYield Autocall ETF made up 0.14% of Stonebridge Financial Group's portfolio in Q3 2026, its #94 holding.
9 funds tracked by Wall St. Rank held m+ DualYield Autocall ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.