NFG
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Next Financial Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Next 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
2021
Q4 		– Sell
-1,663
Closed -$102K – 2926
2021
Q3 		$102K Buy
+1,663
New +$106K 0.01% 1099
2021
Q2 		– Sell
-5,463
Closed -$330K – 2673
2021
Q1 		$330K Sell
5,463
-1,102
-17% -$61.6K 0.03% 581
2020
Q4 		$313K Buy
6,565
+2,049
+45% +$82.5K 0.03% 550
2020
Q3 		$141K Sell
4,516
-4,954
-52% -$157K 0.02% 739
2020
Q2 		$273K Buy
+9,470
New +$244K 0.03% 447
2020
Q1 		– Sell
-4,188
Closed -$189K – 2302
2019
Q4 		$189K Sell
4,188
-1,296
-24% -$54.3K 0.02% 719
2019
Q3 		$220K Sell
5,484
-1,957
-26% -$77.6K 0.02% 630
2019
Q2 		$305K Sell
7,441
-1,709
-19% -$68K 0.03% 512
2019
Q1 		$358K Buy
+9,150
New +$341K 0.09% 209
2015
Q4 		– Sell
-54
Closed -$1K – 1888
2015
Q3 		$1K Sell
54
-1,662
-97% -$40.9K ﹤0.01% 1733
2015
Q2 		$45K Sell
1,716
-372
-18% -$10.1K 0.02% 702
2015
Q1 		$56K Sell
2,088
-453
-18% -$11.6K 0.02% 629
2014
Q4 		$62K Sell
2,541
-810
-24% -$18.6K 0.02% 587
2014
Q3 		$73K Buy
+3,351
New +$77.7K 0.01% 773

Other funds holding MVV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Next Financial Group's MVV Position: Q4 2021 in Review

Next Financial Group sold out of ProShares Ultra MidCap400 (MVV) in Q4 2021, closing a stake of 1,663 shares — an estimated $102K sold.

Next Financial Group first reported a position in MVV in Q3 2014 and held it in 14 quarters. The position peaked at $358K in Q1 2019. 31 funds tracked by Wall St. Rank hold MVV as of Q4 2021.

  • Next Financial Group reported no remaining ProShares Ultra MidCap400 position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 1,663 ProShares Ultra MidCap400 shares in Q4 2021, an estimated $102K.
  • Next Financial Group first reported a position in ProShares Ultra MidCap400 in Q3 2014 and held it in 14 quarters.
  • Next Financial Group's ProShares Ultra MidCap400 position peaked at $358K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.