JWCA
TIGR

J.W. Cole Advisors’s UP Fintech Holding TIGR Stock Holding History

J.W. Cole 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
Q1 		– Sell
-13,315
Closed -$127K – 1403
2025
Q4 		$127K Sell
13,315
-1,565
-11% -$14.9K ﹤0.01% 1356
2025
Q3 		$159K Buy
+14,880
New +$160K ﹤0.01% 1465

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
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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Cole Advisors's TIGR Position: Q1 2026 in Review

J.W. Cole Advisors sold out of UP Fintech Holding (TIGR) in Q1 2026, closing a stake of 13,315 shares — an estimated $127K sold.

J.W. Cole Advisors first reported a position in TIGR in Q3 2025 and held it in 2 quarters. The position peaked at $159K in Q3 2025. 125 funds tracked by Wall St. Rank hold TIGR as of Q1 2026.

  • J.W. Cole Advisors reported no remaining UP Fintech Holding position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,315 UP Fintech Holding shares in Q1 2026, an estimated $127K.
  • J.W. Cole Advisors first reported a position in UP Fintech Holding in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's UP Fintech Holding position peaked at $159K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.