SignatureFD
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SignatureFD’s Upexi UPXI Stock Holding History

SignatureFD’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
Q3 		$129 Hold
113
– – ﹤0.01% 3488
2026
Q2 		$89 Hold
113
– – ﹤0.01% 3446
2026
Q1 		$111 Hold
113
– – ﹤0.01% 3391
2025
Q4 		$190 Hold
113
– – ﹤0.01% 3304
2025
Q3 		$652 Hold
113
– – ﹤0.01% 3148
2025
Q2 		$337 Buy
+113
New +$978 ﹤0.01% 3154

Other funds holding UPXI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Smith Thornton Advisors
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

SignatureFD's UPXI Position: Q3 2026 in Review

SignatureFD held its Upexi (UPXI) position steady in Q3 2026 at 113 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

SignatureFD first reported a position in UPXI in Q2 2025 and has held it in 6 quarters since. The position peaked at $652 in Q3 2025. 18 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

  • SignatureFD held 113 shares of Upexi worth $129 as of Q3 2026.
  • SignatureFD left its Upexi share count unchanged in Q3 2026.
  • Upexi made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3488 holding.
  • SignatureFD first reported a position in Upexi in Q2 2025 and has held it in 6 quarters since.
  • SignatureFD's Upexi position peaked at $652 in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.