Avion Wealth’s Upexi UPXI Stock Holding History

Avion Wealth’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
2026 Q2	$0	Sell	527 -1,054	-67%	-$1.22K	﹤0.01%	1753
2026 Q1	$1K	Buy	+1,581	New	+$2.12K	﹤0.01%	1163

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $163M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avion Wealth's UPXI Position: Q2 2026 in Review

Avion Wealth reduced its Upexi (UPXI) stake by 67% in Q2 2026, selling an estimated $1.22K and leaving 527 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Avion Wealth first reported a position in UPXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1K in Q1 2026. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

Avion Wealth held 527 shares of Upexi worth $0 as of Q2 2026.
Avion Wealth sold 1,054 Upexi shares in Q2 2026, an estimated $1.22K.
Upexi made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1753 holding.
Avion Wealth first reported a position in Upexi in Q1 2026 and has held it in 2 quarters since.
Avion Wealth's Upexi position peaked at $1K in Q1 2026.
47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.