JWM
MVV icon

Jackson Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Jackson 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
2015
Q2 		– Sell
-19,827
Closed -$535K – 116
2015
Q1 		$535K Sell
19,827
-1,263
-6% -$32.2K 0.17% 86
2014
Q4 		$517K Buy
+21,090
New +$485K 0.17% 87

Other funds holding MVV

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's MVV Position: Q2 2015 in Review

Jackson Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2015, closing a stake of 19,827 shares — an estimated $535K sold.

Jackson Wealth Management first reported a position in MVV in Q4 2014 and held it in 2 quarters. The position peaked at $535K in Q1 2015. 41 funds tracked by Wall St. Rank hold MVV as of Q2 2015.

  • Jackson Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 19,827 ProShares Ultra MidCap400 shares in Q2 2015, an estimated $535K.
  • Jackson Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2014 and held it in 2 quarters.
  • Jackson Wealth Management's ProShares Ultra MidCap400 position peaked at $535K in Q1 2015.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2015.

Based on Jackson Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.