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Blue Trust Inc’s ProShares Ultra MidCap400 MVV Stock Holding History

Blue Trust Inc’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
-28
Closed -$1K – 2350
2023
Q1 		$1K Buy
+28
New +$1.47K ﹤0.01% 2180

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

Blue Trust Inc's MVV Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Ultra MidCap400 (MVV) in Q2 2023, closing a stake of 28 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in MVV in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 12 funds tracked by Wall St. Rank hold MVV as of Q2 2023.

  • Blue Trust Inc reported no remaining ProShares Ultra MidCap400 position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 28 ProShares Ultra MidCap400 shares in Q2 2023, an estimated $1K.
  • Blue Trust Inc first reported a position in ProShares Ultra MidCap400 in Q1 2023 and held it in 1 quarter.
  • Blue Trust Inc's ProShares Ultra MidCap400 position peaked at $1K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.