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International Assets Investment Management’s ProShares Ultra MidCap400 MVV Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-1,500
Closed -$81K – 1370
2021
Q1 		$81K Buy
1,500
+750
+100% +$41.9K 0.01% 776
2020
Q4 		$36K Buy
+750
New +$30.2K 0.01% 961

Other funds holding MVV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

International Assets Investment Management's MVV Position: Q2 2021 in Review

International Assets Investment Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2021, closing a stake of 1,500 shares — an estimated $81K sold.

International Assets Investment Management first reported a position in MVV in Q4 2020 and held it in 2 quarters. The position peaked at $81K in Q1 2021. 30 funds tracked by Wall St. Rank hold MVV as of Q2 2021.

  • International Assets Investment Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 1,500 ProShares Ultra MidCap400 shares in Q2 2021, an estimated $81K.
  • International Assets Investment Management first reported a position in ProShares Ultra MidCap400 in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's ProShares Ultra MidCap400 position peaked at $81K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.