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Phoenix Financial’s Upexi UPXI Stock Holding History

Phoenix 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
Q1 		– Sell
-52,000
Closed -$87.3K – 530
2025
Q4 		$87.3K Sell
52,000
-18,000
-26% -$68K ﹤0.01% 456
2025
Q3 		$404K Buy
+70,000
New +$426K ﹤0.01% 324

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $88.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM