Smith Thornton Advisors
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Smith Thornton Advisors’s Upexi UPXI Stock Holding History

Smith Thornton Advisors’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 		$20K Hold
17,500
– – 0.01% 139
2026
Q2 		$13.3K Buy
17,500
+6,500
+59% +$7.55K 0.01% 140
2026
Q1 		$10.8K Hold
11,000
– – 0.01% 130
2025
Q4 		$18.5K Buy
+11,000
New +$41.5K 0.01% 127

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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
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Smith Thornton Advisors's UPXI Position: Q3 2026 in Review

Smith Thornton Advisors held its Upexi (UPXI) position steady in Q3 2026 at 17,500 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #139.

Smith Thornton Advisors first reported a position in UPXI in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

  • Smith Thornton Advisors held 17,500 shares of Upexi worth $20K as of Q3 2026.
  • Smith Thornton Advisors left its Upexi share count unchanged in Q3 2026.
  • Upexi made up 0.01% of Smith Thornton Advisors's portfolio in Q3 2026, its #139 holding.
  • Smith Thornton Advisors first reported a position in Upexi in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.