BWM
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Benson Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Benson 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 		$36.8K Hold
400
– – 0.04% 115
2026
Q1 		$28.7K Hold
400
– – 0.04% 116
2025
Q4 		$27.9K Buy
+400
New +$27.6K 0.03% 111

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 40.91% 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 $77.5B AUM 27.94% 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

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

Benson Wealth Management held its ProShares Ultra MidCap400 (MVV) position steady in Q2 2026 at 400 shares worth $36.8K. The position accounts for 0.04% of the portfolio, ranked #115.

Benson Wealth Management first reported a position in MVV in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

  • Benson Wealth Management held 400 shares of ProShares Ultra MidCap400 worth $36.8K as of Q2 2026.
  • Benson Wealth Management left its ProShares Ultra MidCap400 share count unchanged in Q2 2026.
  • ProShares Ultra MidCap400 made up 0.04% of Benson Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Benson Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.