Monarch Blue Chips Elite IndMBCEETF
13F holders, Q2 2024 (June 30)2holders −2
0new positions
2sold out
$32.60avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, down 2 from Q1 2024. 0 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($94.8M) and Brookstone Capital Management ($477K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q2 2024)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $39K |
All 13F filers, Q1 2024 → Q2 2024: 382,834 shares bought and 1,194 shares sold, net +381,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 2.24% | Add +15.2% | 2,908,270 | $94.8M |
| Brookstone Capital Management | 0.01% | No change | 14,531 | $477K |
"% 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.