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Allworth Financial’s ProShares Ultra MidCap400 MVV Stock Holding History

Allworth Financial’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
2020
Q1 		– Sell
-27
Closed -$1K – 1299
2019
Q4 		$1K Buy
+27
New +$1.13K ﹤0.01% 995

Other funds holding MVV

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Allworth Financial's MVV Position: Q1 2020 in Review

Allworth Financial sold out of ProShares Ultra MidCap400 (MVV) in Q1 2020, closing a stake of 27 shares — an estimated $1K sold.

Allworth Financial first reported a position in MVV in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 12 funds tracked by Wall St. Rank hold MVV as of Q1 2020.

  • Allworth Financial reported no remaining ProShares Ultra MidCap400 position as of Q1 2020 after selling out during the quarter.
  • Allworth Financial sold 27 ProShares Ultra MidCap400 shares in Q1 2020, an estimated $1K.
  • Allworth Financial first reported a position in ProShares Ultra MidCap400 in Q4 2019 and held it in 1 quarter.
  • Allworth Financial's ProShares Ultra MidCap400 position peaked at $1K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2020.

Based on Allworth Financial's 13F filing for Q1 2020, filed 17 Apr 2020.