West Michigan Advisors’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

West Michigan Advisors’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	$348K	Buy	11,888 +4,240	+55%	+$127K	0.08%	207
2025 Q4	$216K	Buy	+7,648	New	+$214K	0.05%	255
2025 Q2	–	Sell	-10,664	Closed	-$274K	–	249
2025 Q1	$274K	Buy	+10,664	New	+$281K	0.09%	159

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Michigan Advisors's MVFD Position: Q1 2026 in Review

West Michigan Advisors increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 55% in Q1 2026, buying an estimated $127K and bringing the position to 11,888 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #207.

West Michigan Advisors first reported a position in MVFD in Q1 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold MVFD as of Q1 2026.

West Michigan Advisors held 11,888 shares of Monarch Volume Factor Dividend Tree Index ETF worth $348K as of Q1 2026.
West Michigan Advisors bought 4,240 Monarch Volume Factor Dividend Tree Index ETF shares in Q1 2026, an estimated $127K.
Monarch Volume Factor Dividend Tree Index ETF made up 0.08% of West Michigan Advisors's portfolio in Q1 2026, its #207 holding.
West Michigan Advisors first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.