AWM
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AE Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

AE Wealth 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
2026
Q2 		– Sell
-197
Closed -$14.1K – 2739
2026
Q1 		$14.1K Hold
197
– – ﹤0.01% 2209
2025
Q4 		$13.7K Buy
+197
New +$13.6K ﹤0.01% 2093

Other funds holding MVV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return

AE Wealth Management's MVV Position: Q2 2026 in Review

AE Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2026, closing a stake of 197 shares — an estimated $14.1K sold.

AE Wealth Management first reported a position in MVV in Q4 2025 and held it in 2 quarters. The position peaked at $14.1K in Q1 2026. 21 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

  • AE Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 197 ProShares Ultra MidCap400 shares in Q2 2026, an estimated $14.1K.
  • AE Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's ProShares Ultra MidCap400 position peaked at $14.1K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.