WMA
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West Michigan Advisors’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

West Michigan Advisors’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 		$390K Buy
11,229
+2,109
+23% +$72.1K 0.07% 208
2026
Q1 		$294K Buy
+9,120
New +$305K 0.06% 238

Other funds holding MVFG

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
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

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

West Michigan Advisors increased its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 23% in Q2 2026, buying an estimated $72.1K and bringing the position to 11,229 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #208.

West Michigan Advisors 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.

  • West Michigan Advisors held 11,229 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $390K as of Q2 2026.
  • West Michigan Advisors bought 2,109 Monarch Volume Factor Global Unconstrained Index ETF shares in Q2 2026, an estimated $72.1K.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #208 holding.
  • West Michigan Advisors 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 West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.