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Root Financial Partners’s ProShares Ultra MidCap400 MVV Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-93
Closed -$6.66K – 2139
2026
Q1 		$6.66K Hold
93
– – ﹤0.01% 1836
2025
Q4 		$6.48K Buy
+93
New +$6.42K ﹤0.01% 1678

Other funds holding MVV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return

Root Financial Partners's MVV Position: Q2 2026 in Review

Root Financial Partners sold out of ProShares Ultra MidCap400 (MVV) in Q2 2026, closing a stake of 93 shares — an estimated $6.66K sold.

Root Financial Partners first reported a position in MVV in Q4 2025 and held it in 2 quarters. The position peaked at $6.66K in Q1 2026. 21 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

  • Root Financial Partners reported no remaining ProShares Ultra MidCap400 position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 93 ProShares Ultra MidCap400 shares in Q2 2026, an estimated $6.66K.
  • Root Financial Partners first reported a position in ProShares Ultra MidCap400 in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's ProShares Ultra MidCap400 position peaked at $6.66K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.