Albion Financial Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Albion Financial Group’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
2022 Q4	–	Sell	-1,125	Closed	-$45K	–	495
2022 Q3	$45K	Buy	1,125 +2	+0.2%	+$99	﹤0.01%	217
2022 Q2	$49K	Hold	1,123	–	–	﹤0.01%	220
2022 Q1	$70K	Buy	1,123 +1	+0.1%	+$62	0.01%	245
2021 Q4	$79K	Buy	1,122 +60	+6%	+$4.11K	0.01%	256
2021 Q3	$65K	Buy	1,062 +95	+10%	+$6.08K	0.01%	229
2021 Q2	$62K	Buy	+967	New	+$62.7K	0.01%	238
2020 Q4	$46K	Buy	+967	New	+$39K	﹤0.01%	245

Other funds holding MVV

LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Albion Financial Group's MVV Position: Q4 2022 in Review

Albion Financial Group sold out of ProShares Ultra MidCap400 (MVV) in Q4 2022, closing a stake of 1,125 shares — an estimated $45K sold.

Albion Financial Group first reported a position in MVV in Q4 2020 and held it in 7 quarters. The position peaked at $79K in Q4 2021. 19 funds tracked by Wall St. Rank hold MVV as of Q4 2022.

Albion Financial Group reported no remaining ProShares Ultra MidCap400 position as of Q4 2022 after selling out during the quarter.
Albion Financial Group sold 1,125 ProShares Ultra MidCap400 shares in Q4 2022, an estimated $45K.
Albion Financial Group first reported a position in ProShares Ultra MidCap400 in Q4 2020 and held it in 7 quarters.
Albion Financial Group's ProShares Ultra MidCap400 position peaked at $79K in Q4 2021.
19 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2022.

Based on Albion Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.