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NewEdge Advisors’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

NewEdge Advisors’s Portfolio MVPA Stock Details MVPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,075
Closed -$245K – 4401
2025
Q3 		$245K Sell
7,075
-5,500
-44% -$191K ﹤0.01% 2300
2025
Q2 		$434K Sell
12,575
-24,950
-66% -$798K ﹤0.01% 1779
2025
Q1 		$1.17M Buy
37,525
+24,193
+181% +$826K 0.01% 1102
2024
Q4 		$458K Buy
+13,332
New +$464K ﹤0.01% 1616

Other funds holding MVPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's MVPA Position: Q4 2025 in Review

NewEdge Advisors sold out of Miller Value Partners Appreciation ETF (MVPA) in Q4 2025, closing a stake of 7,075 shares — an estimated $245K sold.

NewEdge Advisors first reported a position in MVPA in Q4 2024 and held it in 4 quarters. The position peaked at $1.17M in Q1 2025. 7 funds tracked by Wall St. Rank hold MVPA as of Q4 2025.

  • NewEdge Advisors reported no remaining Miller Value Partners Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 7,075 Miller Value Partners Appreciation ETF shares in Q4 2025, an estimated $245K.
  • NewEdge Advisors first reported a position in Miller Value Partners Appreciation ETF in Q4 2024 and held it in 4 quarters.
  • NewEdge Advisors's Miller Value Partners Appreciation ETF position peaked at $1.17M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.