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Holdings (Monthly) Guide ↗

Monarch Dividend Plus Index ETF

· Northern Lights Fund Trust IV
Monthly Holdings $61M AUM 9 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 9 New 16 Added 5 Reduced 9 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 ANGLOGOLD ASHANTI PLC G0378L100 May 2026 21,337 NEW $2.1M 3.40% EC
2 ZOETIS INC 98978V103 May 2026 26,519 NEW $2.1M 3.39% EC
3 LEIDOS HOLDINGS INC 525327102 May 2026 15,913 NEW $2.0M 3.34% EC
4 BECTON DICKINSON & COMPANY 075887109 May 2026 13,719 NEW $2.0M 3.32% EC
5 HAMILTON LANE INC 407497106 May 2026 23,111 NEW $2.0M 3.31% EC
6 CHARLES SCHWAB CORP (THE) 808513105 May 2026 21,658 NEW $1.9M 3.11% EC
7 APOLLO GLOBAL MANAGEMENT INC 03769M106 May 2026 14,540 NEW $1.9M 3.08% EC
8 STIFEL FINANCIAL CORP 860630102 May 2026 26,480 NEW $1.9M 3.05% EC
9 MATADOR RESOURCES COMPANY 576485205 May 2026 32,618 NEW $1.7M 2.87% EC