LM Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

LM Advisors’s Portfolio UDOW Stock Details UDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72M	Buy	38,757 +38,089	+5,702%	+$2.36M	0.31%	58
2026 Q1	$13.3K	Sell	668 -33	-5%	-$1.93K	0.21%	83
2025 Q4	$12.1K	Sell	701 -12,441	-95%	-$696K	0.22%	82
2025 Q3	$703K	Buy	+13,142	New	+$654K	0.1%	111

Other funds holding UDOW

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $221M AUM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

LM Advisors's UDOW Position: Q2 2026 in Review

LM Advisors increased its ProShares UltraPro Dow 30 (UDOW) stake by 5,702% in Q2 2026, buying an estimated $2.36M and bringing the position to 38,757 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #58.

LM Advisors first reported a position in UDOW in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

LM Advisors held 38,757 shares of ProShares UltraPro Dow 30 worth $2.72M as of Q2 2026.
LM Advisors bought 38,089 ProShares UltraPro Dow 30 shares in Q2 2026, an estimated $2.36M.
ProShares UltraPro Dow 30 made up 0.31% of LM Advisors's portfolio in Q2 2026, its #58 holding.
LM Advisors first reported a position in ProShares UltraPro Dow 30 in Q3 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.