Creative Planning’s ProShares Ultra MidCap400 MVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Hold |
24,678
| – | – | ﹤0.01% | 1982 |
|
|
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% | -$3.7K | ﹤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
RSS
Creative Planning's MVV Position: Q2 2026 in Review
Creative Planning held its ProShares Ultra MidCap400 (MVV) position steady in Q2 2026 at 24,678 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.
Creative Planning first reported a position in MVV in Q2 2013 and has held it in 29 quarters since. 20 funds tracked by Wall St. Rank hold MVV as of Q2 2026.
- Creative Planning held 24,678 shares of ProShares Ultra MidCap400 worth $2.27M as of Q2 2026.
- Creative Planning left its ProShares Ultra MidCap400 share count unchanged in Q2 2026.
- ProShares Ultra MidCap400 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1982 holding.
- Creative Planning first reported a position in ProShares Ultra MidCap400 in Q2 2013 and has held it in 29 quarters since.
- 20 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.