IA
MVV icon

IFP Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-520
Closed -$22K – 4746
2022
Q3 		$22K Buy
+520
New +$25.7K ﹤0.01% 3003
2020
Q1 		– Sell
-214
Closed -$10K – 2907
2019
Q4 		$10K Hold
214
– – ﹤0.01% 1922
2019
Q3 		$8K Buy
+214
New +$8.48K ﹤0.01% 2173
2019
Q1 		$19K Sell
474
-177
-27% -$6.59K ﹤0.01% 1373
2018
Q4 		$19K Sell
651
-1,417
-69% -$52.6K ﹤0.01% 2175
2018
Q3 		$94K Sell
2,068
-173
-8% -$7.82K ﹤0.01% 1515
2018
Q2 		$96K Sell
2,241
-483
-18% -$20.2K ﹤0.01% 1509
2018
Q1 		$112K Hold
2,724
– – 0.01% 1320
2017
Q4 		$112K Buy
2,724
+483
+22% +$18.8K 0.01% 1329
2017
Q3 		$82K Buy
2,241
+186
+9% +$6.44K ﹤0.01% 1670
2017
Q2 		$71K Sell
2,055
-663
-24% -$22.6K ﹤0.01% 1737
2017
Q1 		$91K Sell
2,718
-759
-22% -$25.2K ﹤0.01% 1542
2016
Q4 		$109K Buy
3,477
+633
+22% +$18.3K 0.01% 1400
2016
Q3 		$78K Sell
2,844
-264
-8% -$7.22K ﹤0.01% 1526
2016
Q2 		$80K Buy
3,108
+1,686
+119% +$41.6K ﹤0.01% 1472
2016
Q1 		$19K Sell
1,422
-1,233
-46% -$25.4K ﹤0.01% 1373
2015
Q4 		$60K Buy
+2,655
New +$62.7K ﹤0.01% 1496

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

IFP Advisors's MVV Position: Q4 2022 in Review

IFP Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q4 2022, closing a stake of 520 shares — an estimated $22K sold.

IFP Advisors first reported a position in MVV in Q4 2015 and held it in 17 quarters. The position peaked at $112K in Q1 2018. 19 funds tracked by Wall St. Rank hold MVV as of Q4 2022.

  • IFP Advisors reported no remaining ProShares Ultra MidCap400 position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 520 ProShares Ultra MidCap400 shares in Q4 2022, an estimated $22K.
  • IFP Advisors first reported a position in ProShares Ultra MidCap400 in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's ProShares Ultra MidCap400 position peaked at $112K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.