Monarch Blue Chips Elite IndMBCEETF
13F holders, Q1 2024 (March 31)4holders
$32.69avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings. The largest holders were Kingsview Wealth Management, LLC ($82.6M), Brookstone Capital Management ($475K) and Osaic Holdings, Inc. ($39K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q1 2024)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $131 |
| Exits | 1 | $4K |
Ownership 4 holders
| Kingsview Wealth Management, LLC | 2.07% | Add +15.9% | 2,525,436 | $82.6M |
| Brookstone Capital Management | 0.01% | No change | 14,531 | $475K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,190 | $39K |
| Bank of America Corp. | 0.00% | New | 4 | $131 |
"% of holder's portfolio" is MBCE's weight in each manager's 13F, not the share of Monarch Blue Chips Elite Ind the manager owns.