Ameritas Advisory Services’s Upexi UPXI Stock Holding History

Ameritas Advisory Services’s Portfolio UPXI Stock Details UPXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,500	Closed	-$26K	–	2052
2025 Q3	$26K	Buy	+4,500	New	+$27.4K	﹤0.01%	1347

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $97.1M AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameritas Advisory Services's UPXI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Upexi (UPXI) in Q4 2025, closing a stake of 4,500 shares — an estimated $26K sold.

Ameritas Advisory Services first reported a position in UPXI in Q3 2025 and held it in 1 quarter. The position peaked at $26K in Q3 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

Ameritas Advisory Services reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 4,500 Upexi shares in Q4 2025, an estimated $26K.
Ameritas Advisory Services first reported a position in Upexi in Q3 2025 and held it in 1 quarter.
Ameritas Advisory Services's Upexi position peaked at $26K in Q3 2025.
65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.