LFG
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Larson Financial Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Larson Financial Group’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
2023
Q1 		– Sell
-45
Closed -$2.15K – 1584
2022
Q4 		$2.15K Sell
45
-165
-79% -$7.95K ﹤0.01% 1182
2022
Q3 		$8K Hold
210
– – ﹤0.01% 848
2022
Q2 		$9K Hold
210
– – ﹤0.01% 753
2022
Q1 		$13K Hold
210
– – ﹤0.01% 600
2021
Q4 		$15K Buy
+210
New +$14.4K ﹤0.01% 601

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Larson Financial Group's MVV Position: Q1 2023 in Review

Larson Financial Group sold out of ProShares Ultra MidCap400 (MVV) in Q1 2023, closing a stake of 45 shares — an estimated $2.15K sold.

Larson Financial Group first reported a position in MVV in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 17 funds tracked by Wall St. Rank hold MVV as of Q1 2023.

  • Larson Financial Group reported no remaining ProShares Ultra MidCap400 position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 45 ProShares Ultra MidCap400 shares in Q1 2023, an estimated $2.15K.
  • Larson Financial Group first reported a position in ProShares Ultra MidCap400 in Q4 2021 and held it in 5 quarters.
  • Larson Financial Group's ProShares Ultra MidCap400 position peaked at $15K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.