Integrated Wealth Concepts’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
2025
Q4
Sell
-34,747
Closed -$371K 2013
2025
Q3
$371K Sell
34,747
-2,835
-8% -$30.4K ﹤0.01% 1516
2025
Q2
$363K Buy
+37,582
New +$314K ﹤0.01% 1457

Other funds holding TIGR

Integrated Wealth Concepts's TIGR Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of UP Fintech Holding (TIGR) in Q4 2025, closing a stake of 34,747 shares — an estimated $371K sold.

Integrated Wealth Concepts first reported a position in TIGR in Q2 2025 and held it in 2 quarters. The position peaked at $371K in Q3 2025. 159 funds tracked by Wall St. Rank hold TIGR as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining UP Fintech Holding position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 34,747 UP Fintech Holding shares in Q4 2025, an estimated $371K.
  • Integrated Wealth Concepts first reported a position in UP Fintech Holding in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's UP Fintech Holding position peaked at $371K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held UP Fintech Holding as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.