Integrated Wealth Concepts’s ProShares Ultra MidCap400 MVV Stock Holding History

Integrated Wealth Concepts’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	$34.9K	Buy	+379	New	+$31.8K	﹤0.01%	3658

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 40.91% 1-Year Est. Return

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Integrated Wealth Concepts's MVV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares Ultra MidCap400 (MVV) in Q2 2026: 379 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #3658 among its holdings.

21 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

Integrated Wealth Concepts held 379 shares of ProShares Ultra MidCap400 worth $34.9K as of Q2 2026.
ProShares Ultra MidCap400 was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Ultra MidCap400 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3658 holding.
21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.