WBI Investments’s Monarch Select Subsector Index ETF MSSS Stock Holding History

WBI Investments’s Portfolio MSSS Stock Details MSSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	13,559 +3,533	+35%	+$118K	0.12%	200
2026 Q1	$300K	Buy	+10,026	New	+$312K	0.08%	238

Other funds holding MSSS

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

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 MSSS Position: Q2 2026 in Review

WBI Investments increased its Monarch Select Subsector Index ETF (MSSS) stake by 35% in Q2 2026, buying an estimated $118K and bringing the position to 13,559 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #200.

WBI Investments first reported a position in MSSS in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MSSS as of Q2 2026.

WBI Investments held 13,559 shares of Monarch Select Subsector Index ETF worth $485K as of Q2 2026.
WBI Investments bought 3,533 Monarch Select Subsector Index ETF shares in Q2 2026, an estimated $118K.
Monarch Select Subsector Index ETF made up 0.12% of WBI Investments's portfolio in Q2 2026, its #200 holding.
WBI Investments first reported a position in Monarch Select Subsector Index ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Monarch Select Subsector Index ETF as of Q2 2026.

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