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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
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 $4.69B AUM 20.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Root Financial Partners's MVV Position: Q1 2026 in Review

Root Financial Partners held its ProShares Ultra MidCap400 (MVV) position steady in Q1 2026 at 93 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Root Financial Partners first reported a position in MVV in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

  • Root Financial Partners held 93 shares of ProShares Ultra MidCap400 worth $6.66K as of Q1 2026.
  • Root Financial Partners left its ProShares Ultra MidCap400 share count unchanged in Q1 2026.
  • ProShares Ultra MidCap400 made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1836 holding.
  • Root Financial Partners first reported a position in ProShares Ultra MidCap400 in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.