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Regal Investment Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

Regal Investment 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
2021
Q4 		– Sell
-3,730
Closed -$229K – 550
2021
Q3 		$229K Hold
3,730
– – 0.02% 484
2021
Q2 		$240K Buy
+3,730
New +$242K 0.02% 466
2020
Q1 		– Sell
-4,481
Closed -$202K – 206
2019
Q4 		$202K Buy
+4,481
New +$188K 0.04% 321
2015
Q1 		– Sell
-12
Closed – – 1012
2014
Q4 		$0 Sell
12
-1,557
-99% -$35.8K ﹤0.01% 973
2014
Q3 		$34K Buy
1,569
+69
+5% +$1.6K 0.01% 470
2014
Q2 		$36K Hold
1,500
– – 0.01% 440
2014
Q1 		$33K Sell
1,500
-876
-37% -$18.6K 0.01% 425
2013
Q4 		$25K Buy
2,376
+876
+58% +$17.2K 0.01% 409
2013
Q3 		$27K Sell
1,500
-254,148
-99% -$4.46M 0.02% 416
2013
Q2 		$4.04M Buy
+255,648
New +$4.07M 2.23% 5

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

Regal Investment Advisors's MVV Position: Q4 2021 in Review

Regal Investment Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q4 2021, closing a stake of 3,730 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in MVV in Q2 2013 and held it in 10 quarters. The position peaked at $4.04M in Q2 2013. 31 funds tracked by Wall St. Rank hold MVV as of Q4 2021.

  • Regal Investment Advisors reported no remaining ProShares Ultra MidCap400 position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 3,730 ProShares Ultra MidCap400 shares in Q4 2021, an estimated $229K.
  • Regal Investment Advisors first reported a position in ProShares Ultra MidCap400 in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's ProShares Ultra MidCap400 position peaked at $4.04M in Q2 2013.
  • 31 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.