LPL Financial
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LPL Financial’s Upexi UPXI Stock Holding History

LPL 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
Q2 		$7.89K Sell
10,067
-3,200
-24% -$3.72K ﹤0.01% 6175
2026
Q1 		$13.1K Sell
13,267
-11,100
-46% -$14.9K ﹤0.01% 5904
2025
Q4 		$40.9K Buy
24,367
+8,122
+50% +$30.7K ﹤0.01% 5726
2025
Q3 		$93.7K Sell
16,245
-29,010
-64% -$176K ﹤0.01% 5533
2025
Q2 		$135K Buy
+45,255
New +$392K ﹤0.01% 5201

Other funds holding UPXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial's UPXI Position: Q2 2026 in Review

LPL Financial reduced its Upexi (UPXI) stake by 24% in Q2 2026, selling an estimated $3.72K and leaving 10,067 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #6175.

LPL Financial first reported a position in UPXI in Q2 2025 and has held it in 5 quarters since. The position peaked at $135K in Q2 2025. 18 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • LPL Financial held 10,067 shares of Upexi worth $7.89K as of Q2 2026.
  • LPL Financial sold 3,200 Upexi shares in Q2 2026, an estimated $3.72K.
  • Upexi made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6175 holding.
  • LPL Financial first reported a position in Upexi in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Upexi position peaked at $135K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.