UBS Group
MBCE

UBS Group’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

UBS Group’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 		– Sell
-1,524
Closed -$52.6K – 10793
2026
Q1 		$52.6K Buy
1,524
+1,512
+12,600% +$55K ﹤0.01% 7340
2025
Q4 		$443 Sell
12
-117
-91% -$4.3K ﹤0.01% 9960
2025
Q3 		$4.75K Buy
+129
New +$4.74K ﹤0.01% 8930
2025
Q1 		– Sell
-26
Closed -$896 – 10525
2024
Q4 		$896 Buy
+26
New +$914 ﹤0.01% 9354
2024
Q1 		– Sell
-139
Closed -$4.03K – 9747
2023
Q4 		$4.03K Buy
+139
New +$3.78K ﹤0.01% 7914
2023
Q3 		– Sell
-623
Closed -$16.8K – 9763
2023
Q2 		$16.8K Buy
+623
New +$16K ﹤0.01% 6952
2023
Q1 		– Sell
-1,105
Closed -$26.2K – 10036
2022
Q4 		$26.2K Sell
1,105
-1,047
-49% -$24.2K ﹤0.01% 7377
2022
Q3 		$46K Buy
2,152
+2,052
+2,052% +$48.6K ﹤0.01% 6428
2022
Q2 		$2K Buy
+100
New +$2.38K ﹤0.01% 9582
2022
Q1 		– Sell
-196
Closed -$6K – 10630
2021
Q4 		$6K Buy
+196
New +$5.76K ﹤0.01% 9278
2021
Q2 		– Sell
-772
Closed -$19K – 9628
2021
Q1 		$19K Buy
+772
New +$19.2K ﹤0.01% 7437

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's MBCE Position: Q2 2026 in Review

UBS Group sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q2 2026, closing a stake of 1,524 shares — an estimated $52.6K sold.

UBS Group first reported a position in MBCE in Q1 2021 and held it in 11 quarters. The position peaked at $52.6K in Q1 2026. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

  • UBS Group reported no remaining Monarch Blue Chips Elite Index ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,524 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $52.6K.
  • UBS Group first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2021 and held it in 11 quarters.
  • UBS Group's Monarch Blue Chips Elite Index ETF position peaked at $52.6K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.