EWA
TIGR

EverSource Wealth Advisors’s UP Fintech Holding TIGR Stock Holding History

EverSource Wealth Advisors’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.83K Sell
1,553
-774
-33% -$4.51K ﹤0.01% 3122
2026
Q1 		$14.7K Sell
2,327
-276
-11% -$2.25K ﹤0.01% 2699
2025
Q4 		$24.9K Buy
2,603
+192
+8% +$1.83K ﹤0.01% 2246
2025
Q3 		$25.7K Hold
2,411
– – ﹤0.01% 2163
2025
Q2 		$23.3K Sell
2,411
-538
-18% -$4.5K ﹤0.01% 2179
2025
Q1 		$25.3K Sell
2,949
-21,652
-88% -$162K ﹤0.01% 1564
2024
Q4 		$159K Buy
+24,601
New +$169K 0.01% 746
2024
Q2 		– Sell
-361
Closed -$1.27K – 3142
2024
Q1 		$1.27K Buy
+361
New +$1.43K ﹤0.01% 2504

Other funds holding TIGR

AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EverSource Wealth Advisors's TIGR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UP Fintech Holding (TIGR) stake by 33% in Q2 2026, selling an estimated $4.51K and leaving 1,553 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

EverSource Wealth Advisors first reported a position in TIGR in Q1 2024 and has held it in 8 quarters since. The position peaked at $159K in Q4 2024. 117 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

  • EverSource Wealth Advisors held 1,553 shares of UP Fintech Holding worth $6.83K as of Q2 2026.
  • EverSource Wealth Advisors sold 774 UP Fintech Holding shares in Q2 2026, an estimated $4.51K.
  • UP Fintech Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3122 holding.
  • EverSource Wealth Advisors first reported a position in UP Fintech Holding in Q1 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's UP Fintech Holding position peaked at $159K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.