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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Cetera Investment Advisers's UPXI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Upexi (UPXI) stake by 2.3% in Q1 2026, buying an estimated $733 and bringing the position to 24,207 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4646.

Cetera Investment Advisers first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $98.8K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Cetera Investment Advisers held 24,207 shares of Upexi worth $23.9K as of Q1 2026.
  • Cetera Investment Advisers bought 547 Upexi shares in Q1 2026, an estimated $733.
  • Upexi made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4646 holding.
  • Cetera Investment Advisers first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Upexi position peaked at $98.8K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.