Lido Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

Lido Advisors’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 Q3	$328K	Hold	4,145	–	–	﹤0.01%	1692
2026 Q2	$382K	Hold	4,145	–	–	﹤0.01%	1628
2026 Q1	$297K	Sell	4,145 -840	-17%	-$64.1K	﹤0.01%	1569
2025 Q4	$345K	Hold	4,985	–	–	﹤0.01%	1487
2025 Q3	$345K	Hold	4,985	–	–	﹤0.01%	1417
2025 Q2	$317K	Sell	4,985 -245	-5%	-$14.1K	﹤0.01%	1314
2025 Q1	$306K	Hold	5,230	–	–	﹤0.01%	1206
2024 Q4	$355K	Hold	5,230	–	–	﹤0.01%	1136
2024 Q3	$361K	Hold	5,230	–	–	﹤0.01%	1085
2024 Q2	$325K	Hold	5,230	–	–	﹤0.01%	1081
2024 Q1	$357K	Sell	5,230 -1,086	-17%	-$64.9K	﹤0.01%	1012
2023 Q4	$366K	Hold	6,316	–	–	﹤0.01%	960
2023 Q3	$302K	Hold	6,316	–	–	﹤0.01%	910
2023 Q2	$337K	Hold	6,316	–	–	﹤0.01%	872
2023 Q1	$315K	Buy	+6,316	New	+$330K	﹤0.01%	856

Other funds holding MVV

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return

Rosenblum Silverman Sutton San Francisco, California $436M AUM 6.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lido Advisors's MVV Position: Q3 2026 in Review

Lido Advisors held its ProShares Ultra MidCap400 (MVV) position steady in Q3 2026 at 4,145 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Lido Advisors first reported a position in MVV in Q1 2023 and has held it in 15 quarters since. The position peaked at $382K in Q2 2026. 9 funds tracked by Wall St. Rank hold MVV as of Q3 2026.

Lido Advisors held 4,145 shares of ProShares Ultra MidCap400 worth $328K as of Q3 2026.
Lido Advisors left its ProShares Ultra MidCap400 share count unchanged in Q3 2026.
ProShares Ultra MidCap400 made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1692 holding.
Lido Advisors first reported a position in ProShares Ultra MidCap400 in Q1 2023 and has held it in 15 quarters since.
Lido Advisors's ProShares Ultra MidCap400 position peaked at $382K in Q2 2026.
9 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.