Cetera Investment Advisers
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Cetera Investment Advisers’s Upexi UPXI Stock Holding History

Cetera Investment Advisers’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 		$19K Hold
24,207
– – ﹤0.01% 4856
2026
Q1 		$23.9K Buy
24,207
+547
+2% +$733 ﹤0.01% 4646
2025
Q4 		$39.7K Buy
23,660
+6,540
+38% +$24.7K ﹤0.01% 4535
2025
Q3 		$98.8K Buy
+17,120
New +$104K ﹤0.01% 4328

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's UPXI Position: Q2 2026 in Review

Cetera Investment Advisers held its Upexi (UPXI) position steady in Q2 2026 at 24,207 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4856.

Cetera Investment Advisers first reported a position in UPXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $98.8K in Q3 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Cetera Investment Advisers held 24,207 shares of Upexi worth $19K as of Q2 2026.
  • Cetera Investment Advisers left its Upexi share count unchanged in Q2 2026.
  • Upexi made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4856 holding.
  • Cetera Investment Advisers first reported a position in Upexi in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Upexi position peaked at $98.8K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.