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Holdings (Monthly) Guide ↗

Monarch Dividend Plus Index ETF

· Northern Lights Fund Trust IV
Monthly Holdings $61M AUM 5 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 FACTSET RESEARCH SYSTEMS INC 303075105 Feb 2026 9,258 -682 $2.3M +5.5% 3.74% EC
2 H & R BLOCK INC 093671105 Feb 2026 52,838 -10,967 $2.0M +4.1% 3.34% EC
3 ELEVANCE HEALTH INC 036752103 Feb 2026 5,013 -639 $2.0M +9.0% 3.24% EC
4 MARATHON PETROLEUM CORP 56585A102 Feb 2026 7,718 -2,137 $1.9M -1.7% 3.16% EC
5 CIGNA GROUP (THE) 125523100 Feb 2026 6,901 -15 $1.9M -4.5% 3.15% EC