HRT Financial’s Upexi UPXI Stock Holding History

HRT Financial’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 Q3	$568K	Buy	498,452 +355,927	+250%	+$337K	﹤0.01%	2822
2026 Q2	$111K	Sell	142,525 -275,324	-66%	-$320K	﹤0.01%	3586
2026 Q1	$411K	Buy	+417,849	New	+$560K	﹤0.01%	2670

Other funds holding UPXI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

MMCAP International Grand Cayman, Cayman Islands $1.52B AUM 24.83% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

HRT Financial's UPXI Position: Q3 2026 in Review

HRT Financial increased its Upexi (UPXI) stake by 250% in Q3 2026, buying an estimated $337K and bringing the position to 498,452 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

HRT Financial first reported a position in UPXI in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

HRT Financial held 498,452 shares of Upexi worth $568K as of Q3 2026.
HRT Financial bought 355,927 Upexi shares in Q3 2026, an estimated $337K.
Upexi made up ﹤0.01% of HRT Financial's portfolio in Q3 2026, its #2822 holding.
HRT Financial first reported a position in Upexi in Q1 2026 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.