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ProShares Ultra MidCap400 shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of ProShares Ultra MidCap400 (MVV) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in ProShares Ultra MidCap400

Tip: Access up to 7 years of quarterly data

All positions including ProShares Ultra MidCap400 held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares Ultra MidCap400 by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 62k 57.89
2023-09-30 $1.7M 36k 47.86
2023-06-30 $1.9M 36k 53.42
2023-03-31 $862k 17k 49.94
2022-12-31 $823k 17k 47.66

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding ProShares Ultra MidCap400

LTG Capital
Financial & Tax Architects
Norden Group
Cassaday & Co Wealth Management
Client First Investment Management
Citadel Advisors
Harvest Investment Services
Lido Advisors
CI Private Wealth
UBS Group
Advisor Group Holdings
Toth Financial Advisory Corporation
Wells Fargo & Company

View all funds holding ProShares Ultra MidCap400