Bank of Montreal
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Bank of Montreal’s Upexi UPXI Stock Holding History

Bank of Montreal’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,008
Closed -$20.9K – 3316
2025
Q1 		$20.9K Hold
10,008
– – ﹤0.01% 2928
2024
Q4 		$35.9K Buy
+10,008
New +$35.9K ﹤0.01% 2856