IFWM
MVV icon

Institute for Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Institute for Wealth 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
2023
Q1 		– Sell
-26,658
Closed -$1.27M – 462
2022
Q4 		$1.27M Sell
26,658
-725
-3% -$34.9K 0.27% 102
2022
Q3 		$1.1M Hold
27,383
– – 0.25% 108
2022
Q2 		$1.19M Sell
27,383
-212
-0.8% -$11.2K 0.23% 115
2022
Q1 		$1.73M Sell
27,595
-55
-0.2% -$3.41K 0.28% 88
2021
Q4 		$1.96M Hold
27,650
– – 0.32% 76
2021
Q3 		$1.7M Sell
27,650
-110
-0.4% -$7.04K 0.3% 83
2021
Q2 		$1.78M Hold
27,760
– – 0.31% 80
2021
Q1 		$1.68M Sell
27,760
-6,370
-19% -$356K 0.32% 80
2020
Q4 		$1.63M Sell
34,130
-246
-0.7% -$9.91K 0.32% 78
2020
Q3 		$1.07M Buy
34,376
+31
+0.1% +$985 0.25% 105
2020
Q2 		$991K Sell
34,345
-81
-0.2% -$2.08K 0.24% 110
2020
Q1 		$682K Sell
34,426
-1,924
-5% -$71.5K 0.21% 135
2019
Q4 		$1.64M Hold
36,350
– – 0.37% 58
2019
Q3 		$1.45M Sell
36,350
-164
-0.4% -$6.5K 0.37% 65
2019
Q2 		$1.49M Sell
36,514
-1,431
-4% -$57K 0.33% 72
2019
Q1 		$1.48M Sell
37,945
-897
-2% -$33.4K 0.32% 71
2018
Q4 		$1.18M Sell
38,842
-366
-0.9% -$13.6K 0.48% 55
2018
Q3 		$1.78M Buy
39,208
+1,305
+3% +$59K 0.6% 48
2018
Q2 		$1.62M Sell
37,903
-1,628
-4% -$68.2K 0.52% 59
2018
Q1 		$1.55M Sell
39,531
-1,332
-3% -$55.2K 0.46% 68
2017
Q4 		$1.67M Sell
40,863
-906
-2% -$35.3K 0.39% 73
2017
Q3 		$1.53M Sell
41,769
-831
-2% -$28.8K 0.5% 63
2017
Q2 		$1.47M Buy
+42,600
New +$1.45M 0.41% 62

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Institute for Wealth Management's MVV Position: Q1 2023 in Review

Institute for Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q1 2023, closing a stake of 26,658 shares — an estimated $1.27M sold.

Institute for Wealth Management first reported a position in MVV in Q2 2017 and held it in 23 quarters. The position peaked at $1.96M in Q4 2021. 17 funds tracked by Wall St. Rank hold MVV as of Q1 2023.

  • Institute for Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q1 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 26,658 ProShares Ultra MidCap400 shares in Q1 2023, an estimated $1.27M.
  • Institute for Wealth Management first reported a position in ProShares Ultra MidCap400 in Q2 2017 and held it in 23 quarters.
  • Institute for Wealth Management's ProShares Ultra MidCap400 position peaked at $1.96M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2023.

Based on Institute for Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.