WI
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WBI Investments’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

WBI Investments’s Portfolio MVFG Stock Details MVFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
40,713
+5,368
+15% +$183K 0.35% 73
2026
Q1 		$1.14M Buy
+35,345
New +$1.18M 0.31% 91

Other funds holding MVFG

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WBI Investments's MVFG Position: Q2 2026 in Review

WBI Investments increased its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 15% in Q2 2026, buying an estimated $183K and bringing the position to 40,713 shares worth $1.41M. The position accounts for 0.35% of the portfolio, ranked #73.

WBI Investments first reported a position in MVFG in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold MVFG as of Q2 2026.

  • WBI Investments held 40,713 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $1.41M as of Q2 2026.
  • WBI Investments bought 5,368 Monarch Volume Factor Global Unconstrained Index ETF shares in Q2 2026, an estimated $183K.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.35% of WBI Investments's portfolio in Q2 2026, its #73 holding.
  • WBI Investments first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q2 2026.

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