JFGIW
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Johnson Financial Group Inc (Wisconsin)’s ProShares Ultra MidCap400 MVV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q4 		– Sell
-215
Closed -$14.9K – 938
2024
Q3 		$14.9K Buy
+215
New +$14K ﹤0.01% 627
2024
Q2 		– Sell
-518
Closed -$35.4K – 915
2024
Q1 		$35.4K Buy
+518
New +$30.9K ﹤0.01% 454
2023
Q2 		– Sell
-1,000
Closed -$49.9K – 677
2023
Q1 		$49.9K Buy
+1,000
New +$52.3K ﹤0.01% 405

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MVV Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of ProShares Ultra MidCap400 (MVV) in Q4 2024, closing a stake of 215 shares — an estimated $14.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MVV in Q1 2023 and held it in 3 quarters. The position peaked at $49.9K in Q1 2023. 19 funds tracked by Wall St. Rank hold MVV as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining ProShares Ultra MidCap400 position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 215 ProShares Ultra MidCap400 shares in Q4 2024, an estimated $14.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in ProShares Ultra MidCap400 in Q1 2023 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s ProShares Ultra MidCap400 position peaked at $49.9K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.