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 Q1	$300K	Buy	+8,685	New	+$316K	0.08%	239

Other funds holding MBCE

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

Millington Securities Red Bank, New Jersey $362M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WBI Investments's MBCE Position: Q1 2026 in Review

WBI Investments opened a new position in Monarch Blue Chips Elite Index ETF (MBCE) in Q1 2026: 8,685 shares worth $300K. The stake represents 0.08% of the portfolio and ranks #239 among its holdings.

11 funds tracked by Wall St. Rank hold MBCE as of Q1 2026.

WBI Investments held 8,685 shares of Monarch Blue Chips Elite Index ETF worth $300K as of Q1 2026.
Monarch Blue Chips Elite Index ETF was a new WBI Investments position in Q1 2026.
Monarch Blue Chips Elite Index ETF made up 0.08% of WBI Investments's portfolio in Q1 2026, its #239 holding.
11 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.