CFG Wealth Management Services’s Tradr 2X Long UPST Daily ETF UPSX Stock Holding History

CFG Wealth Management Services’s Portfolio UPSX Stock Details UPSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,000	Closed	-$149K	–	183
2025 Q4	$149K	Buy	+3,000	New	+$181K	0.14%	55

Other funds holding UPSX

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

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CFG Wealth Management Services's UPSX Position: Q1 2026 in Review

CFG Wealth Management Services sold out of Tradr 2X Long UPST Daily ETF (UPSX) in Q1 2026, closing a stake of 3,000 shares — an estimated $149K sold.

CFG Wealth Management Services first reported a position in UPSX in Q4 2025 and held it in 1 quarter. The position peaked at $149K in Q4 2025. 4 funds tracked by Wall St. Rank hold UPSX as of Q1 2026.

CFG Wealth Management Services reported no remaining Tradr 2X Long UPST Daily ETF position as of Q1 2026 after selling out during the quarter.
CFG Wealth Management Services sold 3,000 Tradr 2X Long UPST Daily ETF shares in Q1 2026, an estimated $149K.
CFG Wealth Management Services first reported a position in Tradr 2X Long UPST Daily ETF in Q4 2025 and held it in 1 quarter.
CFG Wealth Management Services's Tradr 2X Long UPST Daily ETF position peaked at $149K in Q4 2025.
4 funds tracked by Wall St. Rank held Tradr 2X Long UPST Daily ETF as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.