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 		$227K Buy
+1,600
New +$212K ﹤0.01% 1903
2026
Q1 		– Sell
-300
Closed -$34.7K – 2138
2025
Q4 		$34.7K Hold
300
– – ﹤0.01% 1895
2025
Q3 		$33.4K Sell
300
-1,300
-81% -$131K ﹤0.01% 1806
2025
Q2 		$146K Buy
+1,600
New +$119K ﹤0.01% 1556
2025
Q1 		– Sell
-1,600
Closed -$142K – 1612
2024
Q4 		$142K Buy
+1,600
New +$146K ﹤0.01% 1417
2024
Q3 		– Sell
-2,000
Closed -$154K – 1560
2024
Q2 		$154K Hold
2,000
– – ﹤0.01% 1315
2024
Q1 		$141K Sell
2,000
-600
-23% -$37.1K ﹤0.01% 1303
2023
Q4 		$142K Hold
2,600
– – ﹤0.01% 1265
2023
Q3 		$107K Buy
2,600
+1,400
+117% +$65.9K ﹤0.01% 1141
2023
Q2 		$56.9K Hold
1,200
– – ﹤0.01% 1179
2023
Q1 		$46.3K Sell
1,200
-100
-8% -$3.64K ﹤0.01% 1120
2022
Q4 		$42.6K Buy
+1,300
New +$44.4K ﹤0.01% 998

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.