WI
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WBI Investments’s Monarch ProCap Index ETF MPRO Stock Holding History

WBI Investments’s Portfolio MPRO Stock Details MPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$453K Sell
13,870
-3,840
-22% -$124K 0.11% 206
2026
Q1 		$553K Buy
+17,710
New +$562K 0.15% 176

Other funds holding MPRO

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
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 MPRO Position: Q2 2026 in Review

WBI Investments reduced its Monarch ProCap Index ETF (MPRO) stake by 22% in Q2 2026, selling an estimated $124K and leaving 13,870 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #206.

WBI Investments first reported a position in MPRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $553K in Q1 2026. 11 funds tracked by Wall St. Rank hold MPRO as of Q2 2026.

  • WBI Investments held 13,870 shares of Monarch ProCap Index ETF worth $453K as of Q2 2026.
  • WBI Investments sold 3,840 Monarch ProCap Index ETF shares in Q2 2026, an estimated $124K.
  • Monarch ProCap Index ETF made up 0.11% of WBI Investments's portfolio in Q2 2026, its #206 holding.
  • WBI Investments first reported a position in Monarch ProCap Index ETF in Q1 2026 and has held it in 2 quarters since.
  • WBI Investments's Monarch ProCap Index ETF position peaked at $553K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Monarch ProCap Index ETF as of Q2 2026.

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