Lido Advisors
UCO icon

Lido Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Lido Advisors’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-916
Closed -$25.2K – 1608
2024
Q4 		$25.2K Buy
+916
New +$24.3K ﹤0.01% 1483
2022
Q2 		– Sell
-11,604
Closed -$444K – 1069
2022
Q1 		$444K Buy
11,604
+292
+3% +$9.41K ﹤0.01% 634
2021
Q4 		$245K Hold
11,312
– – ﹤0.01% 884
2021
Q3 		$238K Hold
11,312
– – ﹤0.01% 833
2021
Q2 		$221K Sell
11,312
-6,000
-35% -$97.9K ﹤0.01% 830
2021
Q1 		$229K Buy
+17,312
New +$217K ﹤0.01% 761
2020
Q4 		– Sell
-205,028
Closed -$1.55M – 853
2020
Q3 		$1.46M Hold
205,028
– – 0.04% 201
2020
Q2 		$1.47M Sell
205,028
-35,270
-15% -$247K 0.04% 193
2020
Q1 		$2.39M Buy
240,298
+167,288
+229% +$12.8M 0.1% 120
2019
Q4 		$9.34M Hold
73,010
– – 0.37% 39
2019
Q3 		$7.4M Buy
73,010
+26,672
+58% +$2.99M 0.37% 45
2019
Q2 		$5.59M Buy
46,338
+37,858
+446% +$5.04M 0.32% 48
2019
Q1 		$1.14M Hold
8,480
– – 0.07% 162
2018
Q4 		$704K Buy
+8,480
New +$1.27M 0.07% 177

Other funds holding UCO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Lido Advisors's UCO Position: Q1 2025 in Review

Lido Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2025, closing a stake of 916 shares — an estimated $25.2K sold.

Lido Advisors first reported a position in UCO in Q4 2018 and held it in 14 quarters. The position peaked at $9.34M in Q4 2019. 39 funds tracked by Wall St. Rank hold UCO as of Q1 2025.

  • Lido Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 916 ProShares Ultra Bloomberg Crude Oil shares in Q1 2025, an estimated $25.2K.
  • Lido Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2018 and held it in 14 quarters.
  • Lido Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $9.34M in Q4 2019.
  • 39 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.