KWM
MVV icon

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

Kingsview 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
2026
Q2 		– Sell
-2,904
Closed -$208K – 1489
2026
Q1 		$208K Sell
2,904
-171
-6% -$13.1K ﹤0.01% 1239
2025
Q4 		$214K Sell
3,075
-36
-1% -$2.48K ﹤0.01% 1147
2025
Q3 		$215K Sell
3,111
-375
-11% -$25.3K ﹤0.01% 1109
2025
Q2 		$222K Buy
+3,486
New +$201K ﹤0.01% 1067
2025
Q1 		– Sell
-3,519
Closed -$239K – 1157
2024
Q4 		$239K Buy
+3,519
New +$255K ﹤0.01% 989
2024
Q2 		– Sell
-8,123
Closed -$555K – 1094
2024
Q1 		$555K Buy
+8,123
New +$485K 0.01% 639
2023
Q4 		– Sell
-4,745
Closed -$227K – 999
2023
Q3 		$227K Buy
+4,745
New +$252K 0.01% 842
2023
Q2 		– Sell
-9,371
Closed -$468K – 956
2023
Q1 		$468K Buy
9,371
+897
+11% +$46.9K 0.02% 594
2022
Q4 		$404K Buy
+8,474
New +$408K 0.02% 573
2022
Q3 		– Sell
-8,449
Closed -$368K – 861
2022
Q2 		$368K Sell
8,449
-6,663
-44% -$351K 0.02% 601
2022
Q1 		$948K Buy
15,112
+11,971
+381% +$742K 0.04% 413
2021
Q4 		$222K Buy
+3,141
New +$215K 0.01% 832

Other funds holding MVV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return

Kingsview Wealth Management's MVV Position: Q2 2026 in Review

Kingsview Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q2 2026, closing a stake of 2,904 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in MVV in Q4 2021 and held it in 12 quarters. The position peaked at $948K in Q1 2022. 20 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

  • Kingsview Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,904 ProShares Ultra MidCap400 shares in Q2 2026, an estimated $208K.
  • Kingsview Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2021 and held it in 12 quarters.
  • Kingsview Wealth Management's ProShares Ultra MidCap400 position peaked at $948K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.