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Belpointe Asset Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-292
Closed -$14.6K – 2312
2023
Q1 		$14.6K Hold
292
– – ﹤0.01% 2496
2022
Q4 		$13.9K Buy
+292
New +$14.1K ﹤0.01% 2439
2021
Q4 		– Sell
-2,794
Closed -$172K – 1237
2021
Q3 		$172K Buy
+2,794
New +$179K 0.01% 915

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's MVV Position: Q2 2023 in Review

Belpointe Asset Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2023, closing a stake of 292 shares — an estimated $14.6K sold.

Belpointe Asset Management first reported a position in MVV in Q3 2021 and held it in 3 quarters. The position peaked at $172K in Q3 2021. 12 funds tracked by Wall St. Rank hold MVV as of Q2 2023.

  • Belpointe Asset Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 292 ProShares Ultra MidCap400 shares in Q2 2023, an estimated $14.6K.
  • Belpointe Asset Management first reported a position in ProShares Ultra MidCap400 in Q3 2021 and held it in 3 quarters.
  • Belpointe Asset Management's ProShares Ultra MidCap400 position peaked at $172K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.