AIM
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Advantage Investment Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Advantage Investment Management’s Portfolio MVV Stock Details MVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-168
Closed -$6K – 982
2018
Q4 		$6K Buy
168
+13
+8% +$483 ﹤0.01% 761
2018
Q3 		$7K Buy
+155
New +$7.01K ﹤0.01% 794
2018
Q1 		– Sell
-177
Closed -$7K – 1039
2017
Q4 		$7K Buy
+177
New +$6.9K ﹤0.01% 758
2017
Q2 		– Sell
-195
Closed -$7K – 1100
2017
Q1 		$7K Sell
195
-225
-54% -$7.46K ﹤0.01% 753
2016
Q4 		$13K Buy
420
+186
+79% +$5.36K ﹤0.01% 587
2016
Q3 		$6K Sell
234
-78
-25% -$2.13K ﹤0.01% 710
2016
Q2 		$8K Sell
312
-18
-5% -$445 ﹤0.01% 636
2016
Q1 		$8K Buy
+330
New +$6.8K ﹤0.01% 601
2015
Q3 		– Sell
-630
Closed -$17K – 873
2015
Q2 		$17K Sell
630
-327
-34% -$8.87K 0.01% 505
2015
Q1 		$26K Sell
957
-825
-46% -$21K 0.01% 423
2014
Q4 		$44K Buy
+1,782
New +$41K 0.03% 322

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advantage Investment Management's MVV Position: Q1 2019 in Review

Advantage Investment Management sold out of ProShares Ultra MidCap400 (MVV) in Q1 2019, closing a stake of 168 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in MVV in Q4 2014 and held it in 11 quarters. The position peaked at $44K in Q4 2014. 36 funds tracked by Wall St. Rank hold MVV as of Q1 2019.

  • Advantage Investment Management reported no remaining ProShares Ultra MidCap400 position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 168 ProShares Ultra MidCap400 shares in Q1 2019, an estimated $6K.
  • Advantage Investment Management first reported a position in ProShares Ultra MidCap400 in Q4 2014 and held it in 11 quarters.
  • Advantage Investment Management's ProShares Ultra MidCap400 position peaked at $44K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.