NG
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Norden Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Norden 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
2024
Q1 		– Sell
-5,186
Closed -$337K – 418
2023
Q4 		$337K Sell
5,186
-27
-0.5% -$1.32K 0.06% 184
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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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 $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Norden Group's MVV Position: Q1 2024 in Review

Norden Group sold out of ProShares Ultra MidCap400 (MVV) in Q1 2024, closing a stake of 5,186 shares — an estimated $337K sold.

Norden Group first reported a position in MVV in Q3 2023 and held it in 2 quarters. The position peaked at $337K in Q4 2023. 21 funds tracked by Wall St. Rank hold MVV as of Q1 2024.

  • Norden Group reported no remaining ProShares Ultra MidCap400 position as of Q1 2024 after selling out during the quarter.
  • Norden Group sold 5,186 ProShares Ultra MidCap400 shares in Q1 2024, an estimated $337K.
  • Norden Group first reported a position in ProShares Ultra MidCap400 in Q3 2023 and held it in 2 quarters.
  • Norden Group's ProShares Ultra MidCap400 position peaked at $337K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2024.

Based on Norden Group's 13F filing for Q1 2024, filed 19 Apr 2024.