UBS Group’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

UBS Group’s Portfolio MDPL Stock Details MDPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-126	Closed	-$3.38K	–	11303
2025 Q4	$3.38K	Sell	126 -440	-78%	-$11.6K	﹤0.01%	9038
2025 Q3	$15K	Sell	566 -274	-33%	-$7.3K	﹤0.01%	8334
2025 Q2	$21.9K	Buy	840 +672	+400%	+$17.1K	﹤0.01%	8369
2025 Q1	$4.41K	Sell	168 -209	-55%	-$5.39K	﹤0.01%	9107
2024 Q4	$9.54K	Buy	377 +227	+151%	+$6.04K	﹤0.01%	8352
2024 Q3	$4.02K	Buy	+150	New	+$3.88K	﹤0.01%	8193

Other funds holding MDPL

KWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group's MDPL Position: Q1 2026 in Review

UBS Group sold out of Monarch Dividend Plus Index ETF (MDPL) in Q1 2026, closing a stake of 126 shares — an estimated $3.38K sold.

UBS Group first reported a position in MDPL in Q3 2024 and held it in 6 quarters. The position peaked at $21.9K in Q2 2025. 6 funds tracked by Wall St. Rank hold MDPL as of Q1 2026.

UBS Group reported no remaining Monarch Dividend Plus Index ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 126 Monarch Dividend Plus Index ETF shares in Q1 2026, an estimated $3.38K.
UBS Group first reported a position in Monarch Dividend Plus Index ETF in Q3 2024 and held it in 6 quarters.
UBS Group's Monarch Dividend Plus Index ETF position peaked at $21.9K in Q2 2025.
6 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.