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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
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 $4.69B AUM 20.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

Harvest Investment Services's MVV Position: Q1 2026 in Review

Harvest Investment Services reduced its ProShares Ultra MidCap400 (MVV) stake by 28% in Q1 2026, selling an estimated $110K and leaving 3,665 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #283.

Harvest Investment Services first reported a position in MVV in Q4 2018 and has held it in 27 quarters since. The position peaked at $973K in Q2 2021. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

  • Harvest Investment Services held 3,665 shares of ProShares Ultra MidCap400 worth $263K as of Q1 2026.
  • Harvest Investment Services sold 1,435 ProShares Ultra MidCap400 shares in Q1 2026, an estimated $110K.
  • ProShares Ultra MidCap400 made up 0.05% of Harvest Investment Services's portfolio in Q1 2026, its #283 holding.
  • Harvest Investment Services first reported a position in ProShares Ultra MidCap400 in Q4 2018 and has held it in 27 quarters since.
  • Harvest Investment Services's ProShares Ultra MidCap400 position peaked at $973K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.