WMA
MVFD icon

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
Q2 		$431K Buy
14,382
+2,494
+21% +$75.2K 0.08% 196
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 $8.25B AUM 24.8% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Michigan Advisors's MVFD Position: Q2 2026 in Review

West Michigan Advisors increased its Monarch Volume Factor Dividend Tree Index ETF (MVFD) stake by 21% in Q2 2026, buying an estimated $75.2K and bringing the position to 14,382 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #196.

West Michigan Advisors first reported a position in MVFD in Q1 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold MVFD as of Q2 2026.

  • West Michigan Advisors held 14,382 shares of Monarch Volume Factor Dividend Tree Index ETF worth $431K as of Q2 2026.
  • West Michigan Advisors bought 2,494 Monarch Volume Factor Dividend Tree Index ETF shares in Q2 2026, an estimated $75.2K.
  • Monarch Volume Factor Dividend Tree Index ETF made up 0.08% of West Michigan Advisors's portfolio in Q2 2026, its #196 holding.
  • West Michigan Advisors first reported a position in Monarch Volume Factor Dividend Tree Index ETF in Q1 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.