IWMPD
MVV icon

Integrated Wealth Management (Palm Desert)’s ProShares Ultra MidCap400 MVV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-234
Closed -$5K – 1350
2015
Q3 		$5K Hold
234
– – ﹤0.01% 940
2015
Q2 		$6K Buy
+234
New +$6.34K ﹤0.01% 911

Other funds holding MVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MVV Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ProShares Ultra MidCap400 (MVV) in Q4 2015, closing a stake of 234 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MVV in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 26 funds tracked by Wall St. Rank hold MVV as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining ProShares Ultra MidCap400 position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 234 ProShares Ultra MidCap400 shares in Q4 2015, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in ProShares Ultra MidCap400 in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s ProShares Ultra MidCap400 position peaked at $6K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.