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Newbridge Financial Services Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Newbridge Financial Services 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
-234
Closed -$11.2K – 1453
2022
Q4 		$11.2K Hold
234
– – 0.01% 893
2022
Q3 		$9K Hold
234
– – 0.01% 909
2022
Q2 		$10K Hold
234
– – 0.01% 870
2022
Q1 		$15K Hold
234
– – 0.01% 814
2021
Q4 		$17K Hold
234
– – 0.01% 781
2021
Q3 		$14K Hold
234
– – 0.01% 776
2021
Q2 		$15K Hold
234
– – 0.01% 859
2021
Q1 		$14K Buy
+234
New +$13.1K 0.01% 797

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

Newbridge Financial Services Group's MVV Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of ProShares Ultra MidCap400 (MVV) in Q1 2023, closing a stake of 234 shares — an estimated $11.2K sold.

Newbridge Financial Services Group first reported a position in MVV in Q1 2021 and held it in 8 quarters. The position peaked at $17K in Q4 2021. 17 funds tracked by Wall St. Rank hold MVV as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining ProShares Ultra MidCap400 position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 234 ProShares Ultra MidCap400 shares in Q1 2023, an estimated $11.2K.
  • Newbridge Financial Services Group first reported a position in ProShares Ultra MidCap400 in Q1 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's ProShares Ultra MidCap400 position peaked at $17K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.