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Money Concepts Capital’s ProShares Ultra MidCap400 MVV Stock Holding History

Money Concepts Capital’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
-354
Closed -$16.9K – 1991
2022
Q4 		$16.9K Buy
+354
New +$17.1K ﹤0.01% 1758
2022
Q2 		– Sell
-354
Closed -$22K – 2178
2022
Q1 		$22K Buy
+354
New +$22K ﹤0.01% 1576

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

Money Concepts Capital's MVV Position: Q1 2023 in Review

Money Concepts Capital sold out of ProShares Ultra MidCap400 (MVV) in Q1 2023, closing a stake of 354 shares — an estimated $16.9K sold.

Money Concepts Capital first reported a position in MVV in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 17 funds tracked by Wall St. Rank hold MVV as of Q1 2023.

  • Money Concepts Capital reported no remaining ProShares Ultra MidCap400 position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 354 ProShares Ultra MidCap400 shares in Q1 2023, an estimated $16.9K.
  • Money Concepts Capital first reported a position in ProShares Ultra MidCap400 in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ProShares Ultra MidCap400 position peaked at $22K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.