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
Q1 		$1.14M Buy
+35,345
New +$1.18M 0.31% 91

Other funds holding MVFG

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
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBI Investments's MVFG Position: Q1 2026 in Review

WBI Investments opened a new position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) in Q1 2026: 35,345 shares worth $1.14M. The stake represents 0.31% of the portfolio and ranks #91 among its holdings.

7 funds tracked by Wall St. Rank hold MVFG as of Q1 2026.

  • WBI Investments held 35,345 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $1.14M as of Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF was a new WBI Investments position in Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.31% of WBI Investments's portfolio in Q1 2026, its #91 holding.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

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