Comprehensive Financial Planning’s ProShares Ultra MidCap400 MVV Stock Holding History

Comprehensive Financial Planning’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 Q1	–	Sell	-176	Closed	-$12.3K	–	429
2025 Q4	$12.3K	Buy	+176	New	+$12.1K	0.01%	243

Other funds holding MVV

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Comprehensive Financial Planning's MVV Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of ProShares Ultra MidCap400 (MVV) in Q1 2026, closing a stake of 176 shares — an estimated $12.3K sold.

Comprehensive Financial Planning first reported a position in MVV in Q4 2025 and held it in 1 quarter. The position peaked at $12.3K in Q4 2025. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

Comprehensive Financial Planning reported no remaining ProShares Ultra MidCap400 position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 176 ProShares Ultra MidCap400 shares in Q1 2026, an estimated $12.3K.
Comprehensive Financial Planning first reported a position in ProShares Ultra MidCap400 in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's ProShares Ultra MidCap400 position peaked at $12.3K in Q4 2025.
18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.