Lido Advisors
UPRO icon

Lido Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Lido Advisors’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
21,112
+4,590
+28% +$608K 0.01% 659
2026
Q1 		$1.6M Sell
16,522
-2,191
-12% -$248K ﹤0.01% 772
2025
Q4 		$2.09M Hold
18,713
– – 0.01% 707
2025
Q3 		$2.09M Buy
18,713
+1,036
+6% +$104K 0.01% 678
2025
Q2 		$1.62M Buy
17,677
+799
+5% +$59.3K 0.01% 657
2025
Q1 		$1.25M Sell
16,878
-1
-0% -$88 0.01% 682
2024
Q4 		$1.5M Sell
16,879
-1,220
-7% -$112K 0.01% 613
2024
Q3 		$1.56M Sell
18,099
-337
-2% -$26.5K 0.01% 543
2024
Q2 		$1.42M Buy
18,436
+3,300
+22% +$229K 0.01% 543
2024
Q1 		$1.07M Sell
15,136
-748
-5% -$46.2K 0.01% 629
2023
Q4 		$870K Buy
15,884
+34
+0.2% +$1.56K 0.01% 664
2023
Q3 		$653K Sell
15,850
-81
-0.5% -$3.81K 0.01% 672
2023
Q2 		$755K Buy
15,931
+45
+0.3% +$1.84K 0.01% 612
2023
Q1 		$613K Sell
15,886
-645
-4% -$23.5K 0.01% 611
2022
Q4 		$542K Buy
16,531
+59
+0.4% +$2.01K 0.01% 566
2022
Q3 		$467K Buy
16,472
+600
+4% +$24.1K 0.01% 573
2022
Q2 		$553K Buy
15,872
+40
+0.3% +$1.87K 0.01% 510
2022
Q1 		$1.01M Buy
15,832
+3,944
+33% +$245K 0.01% 391
2021
Q4 		$906K Buy
11,888
+1,778
+18% +$123K 0.01% 440
2021
Q3 		$574K Buy
+10,110
New +$624K 0.01% 539

Other funds holding UPRO

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

Lido Advisors's UPRO Position: Q2 2026 in Review

Lido Advisors increased its ProShares UltraPro S&P 500 (UPRO) stake by 28% in Q2 2026, buying an estimated $608K and bringing the position to 21,112 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #659.

Lido Advisors first reported a position in UPRO in Q3 2021 and has held it in 20 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Lido Advisors held 21,112 shares of ProShares UltraPro S&P 500 worth $2.99M as of Q2 2026.
  • Lido Advisors bought 4,590 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $608K.
  • ProShares UltraPro S&P 500 made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #659 holding.
  • Lido Advisors first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 20 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.