WI
MVFD icon

WBI Investments’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

WBI Investments’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 		$1.59M Buy
+54,276
New +$1.63M 0.44% 45

Other funds holding MVFD

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
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

WBI Investments's MVFD Position: Q1 2026 in Review

WBI Investments opened a new position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) in Q1 2026: 54,276 shares worth $1.59M. The stake represents 0.44% of the portfolio and ranks #45 among its holdings.

5 funds tracked by Wall St. Rank hold MVFD as of Q1 2026.

  • WBI Investments held 54,276 shares of Monarch Volume Factor Dividend Tree Index ETF worth $1.59M as of Q1 2026.
  • Monarch Volume Factor Dividend Tree Index ETF was a new WBI Investments position in Q1 2026.
  • Monarch Volume Factor Dividend Tree Index ETF made up 0.44% of WBI Investments's portfolio in Q1 2026, its #45 holding.
  • 5 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q1 2026.

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