BPI
MVV icon

BFC Planning, Inc.’s ProShares Ultra MidCap400 MVV Stock Holding History

BFC Planning, Inc.’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
Q3 		$4.28K Hold
54
– – ﹤0.01% 2752
2026
Q2 		$4.97K Buy
+54
New +$4.53K ﹤0.01% 2682

Other funds holding MVV

Cassaday & Co Wealth Management
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Harvest Investment Services
Harvest Investment Services Oakbrook Terrace, Illinois $584M AUM 57.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton San Francisco, California $436M AUM 6.78% 1-Year Est. Return
Benson Wealth Management
Benson Wealth Management Ooltewah, Tn, Tennessee $102M AUM 16.54% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

BFC Planning, Inc.'s MVV Position: Q3 2026 in Review

BFC Planning, Inc. held its ProShares Ultra MidCap400 (MVV) position steady in Q3 2026 at 54 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

BFC Planning, Inc. first reported a position in MVV in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.97K in Q2 2026. 14 funds tracked by Wall St. Rank hold MVV as of Q3 2026.

  • BFC Planning, Inc. held 54 shares of ProShares Ultra MidCap400 worth $4.28K as of Q3 2026.
  • BFC Planning, Inc. left its ProShares Ultra MidCap400 share count unchanged in Q3 2026.
  • ProShares Ultra MidCap400 made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2752 holding.
  • BFC Planning, Inc. first reported a position in ProShares Ultra MidCap400 in Q2 2026 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s ProShares Ultra MidCap400 position peaked at $4.97K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.