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 Q2	$1.36K	Buy	+55	New	+$1.43K	﹤0.01%	9573
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 $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's MDPL Position: Q2 2026 in Review

UBS Group opened a new position in Monarch Dividend Plus Index ETF (MDPL) in Q2 2026: 55 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #9573 among its holdings. This is a return to the name: UBS Group previously reported a position in MDPL as recently as Q4 2025.

UBS Group first reported a position in MDPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.9K in Q2 2025. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

UBS Group held 55 shares of Monarch Dividend Plus Index ETF worth $1.36K as of Q2 2026.
Monarch Dividend Plus Index ETF was a new UBS Group position in Q2 2026.
Monarch Dividend Plus Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9573 holding.
UBS Group first reported a position in Monarch Dividend Plus Index ETF in Q3 2024 and has held it in 7 quarters since.
UBS Group's Monarch Dividend Plus Index ETF position peaked at $21.9K in Q2 2025.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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