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 Q2	$1.77M	Buy	59,132 +4,856	+9%	+$146K	0.44%	58
2026 Q1	$1.59M	Buy	+54,276	New	+$1.63M	0.44%	45

Other funds holding MVFD

KWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBI Investments's MVFD Position: Q2 2026 in Review

WBI Investments increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 8.9% in Q2 2026, buying an estimated $146K and bringing the position to 59,132 shares worth $1.77M. The position accounts for 0.44% of the portfolio, ranked #58.

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

WBI Investments held 59,132 shares of Monarch Volume Factor Dividend Tree Index ETF worth $1.77M as of Q2 2026.
WBI Investments bought 4,856 Monarch Volume Factor Dividend Tree Index ETF shares in Q2 2026, an estimated $146K.
Monarch Volume Factor Dividend Tree Index ETF made up 0.44% of WBI Investments's portfolio in Q2 2026, its #58 holding.
WBI Investments first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q2 2026.

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