Creative Planning
MVV icon

Creative Planning’s ProShares Ultra MidCap400 MVV Stock Holding History

Creative 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 		$1.77M Sell
24,678
-920
-4% -$70.2K ﹤0.01% 1998
2025
Q4 		$1.78M Buy
25,598
+900
+4% +$62.1K ﹤0.01% 1815
2025
Q3 		$1.71M Sell
24,698
-43
-0.2% -$2.9K ﹤0.01% 1664
2025
Q2 		$1.57M Hold
24,741
– – ﹤0.01% 1507
2025
Q1 		$1.44M Buy
24,741
+1
+0% +$67 ﹤0.01% 1423
2024
Q4 		$1.68M Buy
+24,740
New +$1.79M ﹤0.01% 1250
2019
Q4 		– Sell
-7,344
Closed -$293K – 2073
2019
Q3 		$293K Buy
+7,344
New +$291K ﹤0.01% 1377
2018
Q4 		– Sell
-5,730
Closed -$261K – 2048
2018
Q3 		$261K Sell
5,730
-14,997
-72% -$678K ﹤0.01% 1495
2018
Q2 		$885K Hold
20,727
– – ﹤0.01% 811
2018
Q1 		$824K Buy
20,727
+570
+3% +$23.6K ﹤0.01% 837
2017
Q4 		$826K Buy
20,157
+2,637
+15% +$103K ﹤0.01% 831
2017
Q3 		$641K Hold
17,520
– – ﹤0.01% 928
2017
Q2 		$607K Hold
17,520
– – ﹤0.01% 923
2017
Q1 		$589K Hold
17,520
– – ﹤0.01% 907
2016
Q4 		$550K Hold
17,520
– – ﹤0.01% 879
2016
Q3 		$482K Buy
17,520
+14,997
+594% +$410K ﹤0.01% 916
2016
Q2 		$65K Sell
2,523
-150
-6% -$3.71K ﹤0.01% 1959
2016
Q1 		$64K Buy
2,673
+150
+6% +$3.09K ﹤0.01% 1920
2015
Q4 		$57K Hold
2,523
– – ﹤0.01% 2018
2015
Q3 		$55K Buy
+2,523
New +$62.1K ﹤0.01% 1978
2015
Q2 		– Sell
-3,171
Closed -$86K – 2313
2015
Q1 		$86K Buy
3,171
+291
+10% +$7.42K ﹤0.01% 1651
2014
Q4 		$71K Buy
2,880
+357
+14% +$8.22K ﹤0.01% 1758
2014
Q3 		$55K Sell
2,523
-1,293
-34% -$30K ﹤0.01% 1858
2014
Q2 		$92K Buy
3,816
+672
+21% +$14.8K ﹤0.01% 1487
2014
Q1 		$70K Buy
3,144
+2,850
+969% +$60.5K ﹤0.01% 1606
2013
Q4 		$6K Sell
294
-270
-48% -$5.29K ﹤0.01% 2775
2013
Q3 		$10K Buy
564
+432
+327% +$7.58K ﹤0.01% 2465
2013
Q2 		$2K Buy
+132
New +$2.1K ﹤0.01% 2830

Other funds holding MVV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
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
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

Creative Planning's MVV Position: Q1 2026 in Review

Creative Planning reduced its ProShares Ultra MidCap400 (MVV) stake by 3.6% in Q1 2026, selling an estimated $70.2K and leaving 24,678 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Creative Planning first reported a position in MVV in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.78M in Q4 2025. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

  • Creative Planning held 24,678 shares of ProShares Ultra MidCap400 worth $1.77M as of Q1 2026.
  • Creative Planning sold 920 ProShares Ultra MidCap400 shares in Q1 2026, an estimated $70.2K.
  • ProShares Ultra MidCap400 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1998 holding.
  • Creative Planning first reported a position in ProShares Ultra MidCap400 in Q2 2013 and has held it in 28 quarters since.
  • Creative Planning's ProShares Ultra MidCap400 position peaked at $1.78M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.