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Professional Financial Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

Professional Financial Advisors’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
2022
Q2 		– Sell
-228
Closed -$14K – 489
2022
Q1 		$14K Sell
228
-39
-15% -$2.42K 0.01% 274
2021
Q4 		$19K Hold
267
– – 0.01% 252
2021
Q3 		$16K Hold
267
– – 0.01% 230
2021
Q2 		$17K Hold
267
– – 0.01% 235
2021
Q1 		$16K Sell
267
-138
-34% -$7.71K 0.01% 214
2020
Q4 		$19K Hold
405
– – 0.02% 197
2020
Q3 		$13K Buy
+405
New +$12.9K 0.01% 206

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.9B AUM 36.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Professional Financial Advisors's MVV Position: Q2 2022 in Review

Professional Financial Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q2 2022, closing a stake of 228 shares — an estimated $14K sold.

Professional Financial Advisors first reported a position in MVV in Q3 2020 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 19 funds tracked by Wall St. Rank hold MVV as of Q2 2022.

  • Professional Financial Advisors reported no remaining ProShares Ultra MidCap400 position as of Q2 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 228 ProShares Ultra MidCap400 shares in Q2 2022, an estimated $14K.
  • Professional Financial Advisors first reported a position in ProShares Ultra MidCap400 in Q3 2020 and held it in 7 quarters.
  • Professional Financial Advisors's ProShares Ultra MidCap400 position peaked at $19K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2022.

Based on Professional Financial Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.