UBS Group
MVFD icon

UBS Group’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

UBS Group’s Portfolio MVFD Stock Details MVFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$536 – 11305
2025
Q4 		$536 Sell
19
-345
-95% -$9.64K ﹤0.01% 9905
2025
Q3 		$9.85K Buy
+364
New +$9.71K ﹤0.01% 8575
2025
Q1 		– Sell
-225
Closed -$5.84K – 10800
2024
Q4 		$5.84K Buy
225
+127
+130% +$3.41K ﹤0.01% 8615
2024
Q3 		$2.59K Buy
+98
New +$2.48K ﹤0.01% 8406
2024
Q2 		– Sell
-62
Closed -$1.61K – 10224
2024
Q1 		$1.61K Buy
+62
New +$1.58K ﹤0.01% 8101

Other funds holding MVFD

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return