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 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 $4.69B AUM 20.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

Kingsview Wealth Management's MVV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its ProShares Ultra MidCap400 (MVV) stake by 5.6% in Q1 2026, selling an estimated $13.1K and leaving 2,904 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Kingsview Wealth Management first reported a position in MVV in Q4 2021 and has held it in 12 quarters since. The position peaked at $948K in Q1 2022. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

Kingsview Wealth Management held 2,904 shares of ProShares Ultra MidCap400 worth $208K as of Q1 2026.
Kingsview Wealth Management sold 171 ProShares Ultra MidCap400 shares in Q1 2026, an estimated $13.1K.
ProShares Ultra MidCap400 made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1239 holding.
Kingsview Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2021 and has held it in 12 quarters since.
Kingsview Wealth Management's ProShares Ultra MidCap400 position peaked at $948K in Q1 2022.
18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.