CIAS
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Capital Investment Advisory Services’s ProShares Ultra MidCap400 MVV Stock Holding History

Capital Investment Advisory Services’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
2021
Q1 		– Sell
-71
Closed -$3K – 751
2020
Q4 		$3K Hold
71
– – ﹤0.01% 676
2020
Q3 		$2K Hold
71
– – ﹤0.01% 607
2020
Q2 		$2K Hold
71
– – ﹤0.01% 547
2020
Q1 		$1K Hold
71
– – ﹤0.01% 557
2019
Q4 		$3K Hold
71
– – ﹤0.01% 521
2019
Q3 		$3K Buy
+71
New +$2.81K ﹤0.01% 1218

Other funds holding MVV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

Capital Investment Advisory Services's MVV Position: Q1 2021 in Review

Capital Investment Advisory Services sold out of ProShares Ultra MidCap400 (MVV) in Q1 2021, closing a stake of 71 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in MVV in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 28 funds tracked by Wall St. Rank hold MVV as of Q1 2021.

  • Capital Investment Advisory Services reported no remaining ProShares Ultra MidCap400 position as of Q1 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 71 ProShares Ultra MidCap400 shares in Q1 2021, an estimated $3K.
  • Capital Investment Advisory Services first reported a position in ProShares Ultra MidCap400 in Q3 2019 and held it in 6 quarters.
  • Capital Investment Advisory Services's ProShares Ultra MidCap400 position peaked at $3K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2021.

Based on Capital Investment Advisory Services's 13F filing for Q1 2021, filed 5 May 2021.