GA
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GoalVest Advisory’s ProShares Ultra MidCap400 MVV Stock Holding History

GoalVest Advisory’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
2021
Q1 		– Sell
-21
Closed -$1K – 209
2020
Q4 		$1K Buy
+21
New +$846 ﹤0.01% 197

Other funds holding MVV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

GoalVest Advisory's MVV Position: Q1 2021 in Review

GoalVest Advisory sold out of ProShares Ultra MidCap400 (MVV) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in MVV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 28 funds tracked by Wall St. Rank hold MVV as of Q1 2021.

  • GoalVest Advisory reported no remaining ProShares Ultra MidCap400 position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 21 ProShares Ultra MidCap400 shares in Q1 2021, an estimated $1K.
  • GoalVest Advisory first reported a position in ProShares Ultra MidCap400 in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's ProShares Ultra MidCap400 position peaked at $1K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.