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IPG Investment Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

IPG Investment 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
2018
Q2 		– Sell
-11,145
Closed -$443K – 171
2018
Q1 		$443K Buy
+11,145
New +$462K 0.14% 83

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IPG Investment Advisors's MVV Position: Q2 2018 in Review

IPG Investment Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q2 2018, closing a stake of 11,145 shares — an estimated $443K sold.

IPG Investment Advisors first reported a position in MVV in Q1 2018 and held it in 1 quarter. The position peaked at $443K in Q1 2018. 32 funds tracked by Wall St. Rank hold MVV as of Q2 2018.

  • IPG Investment Advisors reported no remaining ProShares Ultra MidCap400 position as of Q2 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 11,145 ProShares Ultra MidCap400 shares in Q2 2018, an estimated $443K.
  • IPG Investment Advisors first reported a position in ProShares Ultra MidCap400 in Q1 2018 and held it in 1 quarter.
  • IPG Investment Advisors's ProShares Ultra MidCap400 position peaked at $443K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2018.

Based on IPG Investment Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.