FTA
MVV icon

Financial & Tax Architects’s ProShares Ultra MidCap400 MVV Stock Holding History

Financial & Tax Architects’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
2024
Q1 		– Sell
-129,226
Closed -$7.48M – 93
2023
Q4 		$7.48M Buy
+129,226
New +$6.33M 2.21% 12
2022
Q1 		– Sell
-147,133
Closed -$10.4M – 95
2021
Q4 		$10.4M Buy
+147,133
New +$10.1M 4.25% 3

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 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

Financial & Tax Architects's MVV Position: Q1 2024 in Review

Financial & Tax Architects sold out of ProShares Ultra MidCap400 (MVV) in Q1 2024, closing a stake of 129,226 shares — an estimated $7.48M sold.

Financial & Tax Architects first reported a position in MVV in Q4 2021 and held it in 2 quarters. The position peaked at $10.4M in Q4 2021. 21 funds tracked by Wall St. Rank hold MVV as of Q1 2024.

  • Financial & Tax Architects reported no remaining ProShares Ultra MidCap400 position as of Q1 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 129,226 ProShares Ultra MidCap400 shares in Q1 2024, an estimated $7.48M.
  • Financial & Tax Architects first reported a position in ProShares Ultra MidCap400 in Q4 2021 and held it in 2 quarters.
  • Financial & Tax Architects's ProShares Ultra MidCap400 position peaked at $10.4M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.