Harvest Investment Services’s ProShares Ultra MidCap400 MVV Stock Holding History

Harvest Investment Services’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 Q2	$358K	Buy	3,888 +223	+6%	+$18.7K	0.06%	279
2026 Q1	$263K	Sell	3,665 -1,435	-28%	-$110K	0.05%	283
2025 Q4	$355K	Sell	5,100 -145	-3%	-$10K	0.07%	240
2025 Q3	$362K	Sell	5,245 -756	-13%	-$51K	0.07%	229
2025 Q2	$382K	Buy	6,001 +2,320	+63%	+$134K	0.09%	223
2025 Q1	$215K	Sell	3,681 -1,962	-35%	-$131K	0.06%	251
2024 Q4	$383K	Sell	5,643 -148	-3%	-$10.7K	0.09%	196
2024 Q3	$400K	Buy	5,791 +1,808	+45%	+$118K	0.13%	157
2024 Q2	$247K	Sell	3,983 -2,058	-34%	-$130K	0.1%	163
2024 Q1	$413K	Sell	6,041 -1,342	-18%	-$80.2K	0.17%	124
2023 Q4	$427K	Buy	7,383 +2,949	+67%	+$144K	0.2%	121
2023 Q3	$212K	Sell	4,434 -2,586	-37%	-$137K	0.14%	132
2023 Q2	$375K	Buy	7,020 +2,779	+66%	+$135K	0.21%	118
2023 Q1	$212K	Sell	4,241 -2,623	-38%	-$137K	0.16%	118
2022 Q4	$327K	Buy	+6,864	New	+$331K	0.35%	82
2022 Q2	–	Sell	-8,402	Closed	-$526K	–	178
2022 Q1	$526K	Sell	8,402 -4,298	-34%	-$267K	0.32%	90
2021 Q4	$897K	Sell	12,700 -1,796	-12%	-$123K	0.38%	77
2021 Q3	$889K	Sell	14,496 -667	-4%	-$42.7K	0.36%	81
2021 Q2	$973K	Sell	15,163 -216	-1%	-$14K	0.41%	67
2021 Q1	$929K	Sell	15,379 -2,460	-14%	-$137K	0.42%	68
2020 Q4	$850K	Buy	17,839 +6,143	+53%	+$247K	0.44%	63
2020 Q3	$365K	Sell	11,696 -5,344	-31%	-$170K	0.21%	120
2020 Q2	$491K	Buy	+17,040	New	+$438K	0.29%	87
2020 Q1	–	Sell	-15,972	Closed	-$720K	–	146
2019 Q4	$720K	Sell	15,972 -895	-5%	-$37.5K	0.38%	52
2019 Q3	$649K	Sell	16,867 -1,217	-7%	-$48.2K	0.33%	62
2019 Q2	$743K	Buy	18,084 +2,679	+17%	+$107K	0.42%	60
2019 Q1	$618K	Buy	15,405 +58	+0.4%	+$2.16K	0.36%	64
2018 Q4	$551K	Buy	+15,347	New	+$570K	0.51%	45

Other funds holding MVV

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Harvest Investment Services's MVV Position: Q2 2026 in Review

Harvest Investment Services increased its ProShares Ultra MidCap400 (MVV) stake by 6.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,888 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #279.

Harvest Investment Services first reported a position in MVV in Q4 2018 and has held it in 28 quarters since. The position peaked at $973K in Q2 2021. 20 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

Harvest Investment Services held 3,888 shares of ProShares Ultra MidCap400 worth $358K as of Q2 2026.
Harvest Investment Services bought 223 ProShares Ultra MidCap400 shares in Q2 2026, an estimated $18.7K.
ProShares Ultra MidCap400 made up 0.06% of Harvest Investment Services's portfolio in Q2 2026, its #279 holding.
Harvest Investment Services first reported a position in ProShares Ultra MidCap400 in Q4 2018 and has held it in 28 quarters since.
Harvest Investment Services's ProShares Ultra MidCap400 position peaked at $973K in Q2 2021.
20 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.