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
Q1 		$294K Buy
+9,120
New +$305K 0.06% 238

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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

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

West Michigan Advisors opened a new position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) in Q1 2026: 9,120 shares worth $294K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings.

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

  • West Michigan Advisors held 9,120 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $294K as of Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF was a new West Michigan Advisors position in Q1 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.06% of West Michigan Advisors's portfolio in Q1 2026, its #238 holding.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

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