LAS
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Lloyd Advisory Services’s ProShares Ultra MidCap400 MVV Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-5,213
Closed -$278K – 265
2023
Q3 		$278K Buy
+5,213
New +$277K 0.09% 195

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Lloyd Advisory Services's MVV Position: Q4 2023 in Review

Lloyd Advisory Services sold out of ProShares Ultra MidCap400 (MVV) in Q4 2023, closing a stake of 5,213 shares — an estimated $278K sold.

Lloyd Advisory Services first reported a position in MVV in Q3 2023 and held it in 1 quarter. The position peaked at $278K in Q3 2023. 16 funds tracked by Wall St. Rank hold MVV as of Q4 2023.

  • Lloyd Advisory Services reported no remaining ProShares Ultra MidCap400 position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,213 ProShares Ultra MidCap400 shares in Q4 2023, an estimated $278K.
  • Lloyd Advisory Services first reported a position in ProShares Ultra MidCap400 in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's ProShares Ultra MidCap400 position peaked at $278K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.