WBI Investments’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

WBI Investments’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	$376K	Buy	9,049 +364	+4%	+$13.9K	0.09%	221
2026 Q1	$300K	Buy	+8,685	New	+$316K	0.08%	239

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

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

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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

WBI Investments's MBCE Position: Q2 2026 in Review

WBI Investments increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 4.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 9,049 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #221.

WBI Investments first reported a position in MBCE in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

WBI Investments held 9,049 shares of Monarch Blue Chips Elite Index ETF worth $376K as of Q2 2026.
WBI Investments bought 364 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $13.9K.
Monarch Blue Chips Elite Index ETF made up 0.09% of WBI Investments's portfolio in Q2 2026, its #221 holding.
WBI Investments first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.