CRFG
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Columbia River Financial Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Columbia River Financial Group’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
2025
Q2 		– Sell
-1,431
Closed -$83K – 89
2025
Q1 		$83K Buy
+1,431
New +$95.7K 0.06% 72

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CCWM
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Creative Planning
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Columbia River Financial Group's MVV Position: Q2 2025 in Review

Columbia River Financial Group sold out of ProShares Ultra MidCap400 (MVV) in Q2 2025, closing a stake of 1,431 shares — an estimated $83K sold.

Columbia River Financial Group first reported a position in MVV in Q1 2025 and held it in 1 quarter. The position peaked at $83K in Q1 2025. 17 funds tracked by Wall St. Rank hold MVV as of Q2 2025.

  • Columbia River Financial Group reported no remaining ProShares Ultra MidCap400 position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 1,431 ProShares Ultra MidCap400 shares in Q2 2025, an estimated $83K.
  • Columbia River Financial Group first reported a position in ProShares Ultra MidCap400 in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's ProShares Ultra MidCap400 position peaked at $83K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.