WEST MICHIGAN ADVISORS, LLC MVFD β€” Monarch Volume Factor Dividnd ETF

Ownership history in WEST MICHIGAN ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

WEST MICHIGAN ADVISORS, LLC reported Monarch Volume Factor Dividnd ETF (MVFD) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows MVFD at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MVFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEST MICHIGAN ADVISORS, LLC's position in Monarch Volume Factor Dividnd ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MVFD was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEST MICHIGAN ADVISORS, LLC held MVFD β€” position size vs. price
% of Fund (quarterly)    MVFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 11,888 +4,240 +55.4% 0.08% $348K 2026-05-05 $30.75
2025 Q4 REDUCED 28.3% +4.4% ❌ 7,648 -3,016 -28.3% 0.05% $216K 2026-01-28 $29.97
2025 Q1 INITIATED β€” β€” β€” 10,664 β€” β€” 0.09% $274K 2025-05-09 $24.39

🏒 Other funds also holding MVFD

As of 2026 Q1 β€” sorted by position size

Kingsview Wealth Management, LLC 3Y 1.31% WBI INVESTMENTS, LLC 3Y 7Y 0.44% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About WEST MICHIGAN ADVISORS, LLC and MVFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEST MICHIGAN ADVISORS, LLC reported owning MVFD?

WEST MICHIGAN ADVISORS, LLC reported MVFD across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MVFD position in WEST MICHIGAN ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MVFD was 0.09% in 2025 Q1.

What is the latest reported MVFD position on this page?

The most recent filing on this page is 2026 Q1, when WEST MICHIGAN ADVISORS, LLC reported 11,888 shares, equal to 0.08% of portfolio, with an estimated market value of $348K.

What does the chart on this MVFD ownership page compare?

The chart compares WEST MICHIGAN ADVISORS, LLC's quarterly MVFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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