Evoke Wealth’s ProShares Ultra MidCap400 MVV Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-1,075	Closed	-$43K	–	850
2022 Q3	$43K	Hold	1,075	–	–	﹤0.01%	539
2022 Q2	$47K	Hold	1,075	–	–	﹤0.01%	524
2022 Q1	$67K	Hold	1,075	–	–	﹤0.01%	483
2021 Q4	$76K	Hold	1,075	–	–	﹤0.01%	480
2021 Q3	$65K	Hold	1,075	–	–	﹤0.01%	478
2021 Q2	$69K	Hold	1,075	–	–	﹤0.01%	492
2021 Q1	$65K	Hold	1,075	–	–	﹤0.01%	421
2020 Q4	$51K	Hold	1,075	–	–	﹤0.01%	375
2020 Q3	$34K	Hold	1,075	–	–	﹤0.01%	408
2020 Q2	$31K	Hold	1,075	–	–	﹤0.01%	407
2020 Q1	$21.4K	Buy	+1,075	New	+$39.9K	﹤0.01%	429
2019 Q4	–	Sell	-900	Closed	-$36K	–	1390
2019 Q3	$36K	Buy	+900	New	+$35.7K	﹤0.01%	525

Other funds holding MVV

LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

CCWM

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

KWM

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

HIS

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

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Evoke Wealth's MVV Position: Q4 2022 in Review

Evoke Wealth sold out of ProShares Ultra MidCap400 (MVV) in Q4 2022, closing a stake of 1,075 shares — an estimated $43K sold.

Evoke Wealth first reported a position in MVV in Q3 2019 and held it in 12 quarters. The position peaked at $76K in Q4 2021. 19 funds tracked by Wall St. Rank hold MVV as of Q4 2022.

Evoke Wealth reported no remaining ProShares Ultra MidCap400 position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,075 ProShares Ultra MidCap400 shares in Q4 2022, an estimated $43K.
Evoke Wealth first reported a position in ProShares Ultra MidCap400 in Q3 2019 and held it in 12 quarters.
Evoke Wealth's ProShares Ultra MidCap400 position peaked at $76K in Q4 2021.
19 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.