Ownership history in Creative Planning · 33 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in PROSHARES TR PSHS ULT MCAP400 (MVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,598 | +900 | +3.6% | 0.00% | $1.8M | $69.70 |
| 2025 Q3 | REDUCED | 24,698 | -43 | -0.2% | 0.00% | $1.7M | $68.90 |
| 2025 Q2 | UNCHANGED | 24,741 | — | 0% | 0.00% | $1.6M | $63.24 |
| 2025 Q1 | ADDED | 24,741 | +1 | +0.0% | 0.00% | $1.4M | $57.99 |
| 2024 Q4 | ADDED | 24,740 | +17,396 | +236.9% | 0.00% | $1.7M | $67.36 |
| 2019 Q3 | ADDED | 7,344 | +1,614 | +28.2% | 0.00% | $293K | $38.41 |
| 2018 Q3 | REDUCED | 5,730 | -14,997 | -72.4% | 0.00% | $261K | $43.44 |
| 2018 Q2 | ADDED | 20,727 | +13,818 | +200.0% | 0.00% | $885K | $40.69 |
| 2018 Q1 | ADDED | 6,909 | +190 | +2.8% | 0.00% | $824K | $37.84 |
| 2017 Q4 | ADDED | 6,719 | +879 | +15.1% | 0.00% | $826K | $39.02 |
As of 2025 Q4 — sorted by position size