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Summit Wealth Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Summit Wealth Group’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
Q3 		– Sell
-254
Closed -$16K – 160
2021
Q2 		$16K Hold
254
– – 0.02% 84
2021
Q1 		$15K Buy
+254
New +$14.2K 0.02% 81

Other funds holding MVV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 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

Summit Wealth Group's MVV Position: Q3 2021 in Review

Summit Wealth Group sold out of ProShares Ultra MidCap400 (MVV) in Q3 2021, closing a stake of 254 shares — an estimated $16K sold.

Summit Wealth Group first reported a position in MVV in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 29 funds tracked by Wall St. Rank hold MVV as of Q3 2021.

  • Summit Wealth Group reported no remaining ProShares Ultra MidCap400 position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 254 ProShares Ultra MidCap400 shares in Q3 2021, an estimated $16K.
  • Summit Wealth Group first reported a position in ProShares Ultra MidCap400 in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's ProShares Ultra MidCap400 position peaked at $16K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.