Diversify Advisory Services’s UP Fintech Holding TIGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.9K Buy
+10,173
New +$59.3K ﹤0.01% 1236
2026
Q1
Sell
-59,749
Closed -$544K 795
2025
Q4
$544K Buy
59,749
+6,212
+12% +$59.3K 0.02% 579
2025
Q3
$584K Sell
53,537
-1,114
-2% -$11.9K 0.02% 516
2025
Q2
$552K Buy
54,651
+16,271
+42% +$136K 0.02% 505
2025
Q1
$316K Buy
38,380
+20,020
+109% +$150K 0.02% 477
2024
Q4
$106K Buy
+18,360
New +$126K 0.01% 604

Other funds holding TIGR

Diversify Advisory Services's TIGR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in UP Fintech Holding (TIGR) in Q2 2026: 10,173 shares worth $49.9K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TIGR as recently as Q4 2025.

Diversify Advisory Services first reported a position in TIGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $584K in Q3 2025. 117 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

  • Diversify Advisory Services held 10,173 shares of UP Fintech Holding worth $49.9K as of Q2 2026.
  • UP Fintech Holding was a new Diversify Advisory Services position in Q2 2026.
  • UP Fintech Holding made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1236 holding.
  • Diversify Advisory Services first reported a position in UP Fintech Holding in Q4 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's UP Fintech Holding position peaked at $584K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.