Avior Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Avior 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
2022 Q3	–	Sell	-1,320	Closed	-$57K	–	1242
2022 Q2	$57K	Hold	1,320	–	–	0.01%	547
2022 Q1	$82K	Hold	1,320	–	–	0.01%	534
2021 Q4	$93K	Hold	1,320	–	–	0.01%	511
2021 Q3	$81K	Hold	1,320	–	–	0.01%	512
2021 Q2	$84K	Hold	1,320	–	–	0.01%	485
2021 Q1	$79K	Hold	1,320	–	–	0.01%	490
2020 Q4	$62K	Hold	1,320	–	–	0.01%	471
2020 Q3	$41K	Hold	1,320	–	–	0.01%	517
2020 Q2	$38K	Hold	1,320	–	–	0.01%	511
2020 Q1	$26K	Hold	1,320	–	–	0.01%	495
2019 Q4	$59K	Hold	1,320	–	–	0.01%	460
2019 Q3	$52K	Hold	1,320	–	–	0.01%	455
2019 Q2	$54K	Hold	1,320	–	–	0.01%	442
2019 Q1	$51K	Hold	1,320	–	–	0.01%	429
2018 Q4	$40K	Hold	1,320	–	–	0.01%	478
2018 Q3	$60K	Hold	1,320	–	–	0.01%	472
2018 Q2	$56K	Hold	1,320	–	–	0.01%	478
2018 Q1	$52K	Hold	1,320	–	–	0.01%	487
2017 Q4	$54K	Hold	1,320	–	–	0.01%	479
2017 Q3	$48K	Hold	1,320	–	–	0.02%	220
2017 Q2	$46K	Hold	1,320	–	–	0.02%	203
2017 Q1	$44K	Hold	1,320	–	–	0.01%	241
2016 Q4	$41K	Hold	1,320	–	–	0.02%	226
2016 Q3	$36K	Hold	1,320	–	–	0.01%	248
2016 Q2	$34K	Hold	1,320	–	–	0.01%	232
2016 Q1	$32K	Hold	1,320	–	–	0.01%	237
2015 Q4	$30K	Hold	1,320	–	–	0.02%	214
2015 Q3	$29K	Hold	1,320	–	–	0.02%	204
2015 Q2	$35K	Hold	1,320	–	–	0.03%	162
2015 Q1	$36K	Hold	1,320	–	–	0.03%	161
2014 Q4	$32K	Hold	1,320	–	–	0.03%	160
2014 Q3	$29K	Hold	1,320	–	–	0.02%	167
2014 Q2	$32K	Hold	1,320	–	–	0.03%	162
2014 Q1	$29K	Buy	+1,320	New	+$28K	0.02%	163

Other funds holding MVV

LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

SBL

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

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avior Wealth Management's MVV Position: Q3 2022 in Review

Avior Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q3 2022, closing a stake of 1,320 shares — an estimated $57K sold.

Avior Wealth Management first reported a position in MVV in Q1 2014 and held it in 34 quarters. The position peaked at $93K in Q4 2021. 13 funds tracked by Wall St. Rank hold MVV as of Q3 2022.

Avior Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q3 2022 after selling out during the quarter.
Avior Wealth Management sold 1,320 ProShares Ultra MidCap400 shares in Q3 2022, an estimated $57K.
Avior Wealth Management first reported a position in ProShares Ultra MidCap400 in Q1 2014 and held it in 34 quarters.
Avior Wealth Management's ProShares Ultra MidCap400 position peaked at $93K in Q4 2021.
13 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.