Lido Advisors’s ProShares Ultra Financials UYG Stock Holding History

Lido Advisors’s Portfolio UYG Stock Details UYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Hold	3,534	–	–	﹤0.01%	1642
2025 Q4	$351K	Hold	3,534	–	–	﹤0.01%	1481
2025 Q3	$351K	Hold	3,534	–	–	﹤0.01%	1406
2025 Q2	$338K	Hold	3,534	–	–	﹤0.01%	1281
2025 Q1	$316K	Sell	3,534 -347	-9%	-$31.6K	﹤0.01%	1193
2024 Q4	$332K	Sell	3,881 -360	-8%	-$31K	﹤0.01%	1175
2024 Q3	$324K	Buy	4,241 +7	+0.2%	+$499	﹤0.01%	1131
2024 Q2	$271K	Buy	+4,234	New	+$273K	﹤0.01%	1171

Other funds holding UYG

CCWM

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Lido Advisors's UYG Position: Q1 2026 in Review

Lido Advisors held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 3,534 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Lido Advisors first reported a position in UYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $351K in Q4 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

Lido Advisors held 3,534 shares of ProShares Ultra Financials worth $259K as of Q1 2026.
Lido Advisors left its ProShares Ultra Financials share count unchanged in Q1 2026.
ProShares Ultra Financials made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1642 holding.
Lido Advisors first reported a position in ProShares Ultra Financials in Q2 2024 and has held it in 8 quarters since.
Lido Advisors's ProShares Ultra Financials position peaked at $351K in Q4 2025.
62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

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