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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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

LM Advisors's UDOW Position: Q1 2026 in Review

LM Advisors reduced its ProShares UltraPro Dow 30 (UDOW) stake by 4.7% in Q1 2026, selling an estimated $1.93K and leaving 668 shares worth $13.3K. The position accounts for 0.21% of the portfolio, ranked #83.

LM Advisors first reported a position in UDOW in Q3 2025 and has held it in 3 quarters since. The position peaked at $703K in Q3 2025. 58 funds tracked by Wall St. Rank hold UDOW as of Q1 2026.

  • LM Advisors held 668 shares of ProShares UltraPro Dow 30 worth $13.3K as of Q1 2026.
  • LM Advisors sold 33 ProShares UltraPro Dow 30 shares in Q1 2026, an estimated $1.93K.
  • ProShares UltraPro Dow 30 made up 0.21% of LM Advisors's portfolio in Q1 2026, its #83 holding.
  • LM Advisors first reported a position in ProShares UltraPro Dow 30 in Q3 2025 and has held it in 3 quarters since.
  • LM Advisors's ProShares UltraPro Dow 30 position peaked at $703K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.