CFIM
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Client First Investment Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Client First Investment 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
2024
Q2 		– Sell
-59,023
Closed -$4.03M – 28
2024
Q1 		$4.03M Buy
+59,023
New +$3.53M 3.2% 6

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 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 $72.2B AUM 27.85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Client First Investment Management's MVV Position: Q2 2024 in Review

Client First Investment Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2024, closing a stake of 59,023 shares — an estimated $4.03M sold.

Client First Investment Management first reported a position in MVV in Q1 2024 and held it in 1 quarter. The position peaked at $4.03M in Q1 2024. 13 funds tracked by Wall St. Rank hold MVV as of Q2 2024.

  • Client First Investment Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2024 after selling out during the quarter.
  • Client First Investment Management sold 59,023 ProShares Ultra MidCap400 shares in Q2 2024, an estimated $4.03M.
  • Client First Investment Management first reported a position in ProShares Ultra MidCap400 in Q1 2024 and held it in 1 quarter.
  • Client First Investment Management's ProShares Ultra MidCap400 position peaked at $4.03M in Q1 2024.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2024.

Based on Client First Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.