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GeoWealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

GeoWealth Management’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
2019
Q4 		– Sell
-5,425
Closed -$217K – 166
2019
Q3 		$217K Buy
+5,425
New +$215K 0.05% 193

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

GeoWealth Management's MVV Position: Q4 2019 in Review

GeoWealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q4 2019, closing a stake of 5,425 shares — an estimated $217K sold.

GeoWealth Management first reported a position in MVV in Q3 2019 and held it in 1 quarter. The position peaked at $217K in Q3 2019. 31 funds tracked by Wall St. Rank hold MVV as of Q4 2019.

  • GeoWealth Management reported no remaining ProShares Ultra MidCap400 position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 5,425 ProShares Ultra MidCap400 shares in Q4 2019, an estimated $217K.
  • GeoWealth Management first reported a position in ProShares Ultra MidCap400 in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's ProShares Ultra MidCap400 position peaked at $217K in Q3 2019.
  • 31 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.