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MAI Capital Management’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

MAI Capital Management’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4M Buy
+2,064,049
New +$34.4M 0.13% 157

Other funds holding UPAR

4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

MAI Capital Management's UPAR Position: Q2 2026 in Review

MAI Capital Management opened a new position in UPAR Ultra Risk Parity ETF (UPAR) in Q2 2026: 2,064,049 shares worth $33.4M. The stake represents 0.13% of the portfolio and ranks #157 among its holdings.

8 funds tracked by Wall St. Rank hold UPAR as of Q2 2026.

  • MAI Capital Management held 2,064,049 shares of UPAR Ultra Risk Parity ETF worth $33.4M as of Q2 2026.
  • UPAR Ultra Risk Parity ETF was a new MAI Capital Management position in Q2 2026.
  • UPAR Ultra Risk Parity ETF made up 0.13% of MAI Capital Management's portfolio in Q2 2026, its #157 holding.
  • 8 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.