Monarch Select Subsector ETF
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- Monarch Select Subsector ETF is a passively indexed exchange-traded fund that seeks to replicate, before fees and expenses, the performance of the Monarch Select Subsector Index by investing in a concentrated portfolio of U.S.-listed sector and subsector ETFs selected using a proprietary, rules-based methodology tied to the economic cycle. Launched in March 2024 and listed on Cboe BZX, the fund is part of Monarch Funds and is advised by Kingsview Wealth Management LLC, with Penserra Capital Management LLC serving as sub-adviser; Northern Lights Fund Trust IV is the fund platform. The fund’s structure is designed to provide exposure to top U.S. sectors and subsectors while seeking to mitigate domestic equity volatility, and its portfolio is typically composed of about 10 holdings. The ETF’s core offering is its index-tracking strategy focused on sector rotation and subsector selection, with holdings that may include ETFs tied to home construction, healthcare providers, and other market segments depending on the prevailing phase of the economic cycle. As of the latest publicly available fund materials, it charges an expense ratio of 1.82% in the fund fact sheet, with other market data providers showing updated figures around 1.43% and reporting assets under management in the roughly $60 million to $120 million range depending on the date and source. The fund is domiciled in the United States and is designed for investors seeking a rules-based, tactical equity allocation vehicle within the ETF wrapper. Recent company changes include the ETF’s launch and public listing in 2024, followed by ongoing portfolio and performance updates through 2025 and 2026 as the fund matured and attracted additional assets and flows. In August 2026, Kingsview Partners, LLC, the parent of Kingsview Wealth Management LLC, entered into a purchase agreement for a majority-interest sale to Windsor KV Holdings, Inc., a transaction expected to trigger a change of control of the adviser and automatic termination of the existing advisory and sub-advisory agreements, pending replacement arrangements. Monarch Funds operates from the United States through this ETF platform and related products distributed under the Monarch brand via its website and fund complex.