SWP
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Stratos Wealth Partners’s ProShares Ultra MidCap400 MVV Stock Holding History

Stratos Wealth 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
2016
Q1 		– Sell
-24,111
Closed -$545K – 625
2015
Q4 		$545K Buy
+24,111
New +$570K 0.05% 281

Other funds holding MVV

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stratos Wealth Partners's MVV Position: Q1 2016 in Review

Stratos Wealth Partners sold out of ProShares Ultra MidCap400 (MVV) in Q1 2016, closing a stake of 24,111 shares — an estimated $545K sold.

Stratos Wealth Partners first reported a position in MVV in Q4 2015 and held it in 1 quarter. The position peaked at $545K in Q4 2015. 29 funds tracked by Wall St. Rank hold MVV as of Q1 2016.

  • Stratos Wealth Partners reported no remaining ProShares Ultra MidCap400 position as of Q1 2016 after selling out during the quarter.
  • Stratos Wealth Partners sold 24,111 ProShares Ultra MidCap400 shares in Q1 2016, an estimated $545K.
  • Stratos Wealth Partners first reported a position in ProShares Ultra MidCap400 in Q4 2015 and held it in 1 quarter.
  • Stratos Wealth Partners's ProShares Ultra MidCap400 position peaked at $545K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2016.

Based on Stratos Wealth Partners's 13F filing for Q1 2016, filed 9 May 2016.