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 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

Lido Advisors's MVV Position: Q1 2026 in Review

Lido Advisors reduced its ProShares Ultra MidCap400 (MVV) stake by 17% in Q1 2026, selling an estimated $64.1K and leaving 4,145 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Lido Advisors first reported a position in MVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $366K in Q4 2023. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

Lido Advisors held 4,145 shares of ProShares Ultra MidCap400 worth $297K as of Q1 2026.
Lido Advisors sold 840 ProShares Ultra MidCap400 shares in Q1 2026, an estimated $64.1K.
ProShares Ultra MidCap400 made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1569 holding.
Lido Advisors first reported a position in ProShares Ultra MidCap400 in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's ProShares Ultra MidCap400 position peaked at $366K in Q4 2023.
18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.