TRCT
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Tower Research Capital (TRC)’s Upexi UPXI Stock Holding History

Tower Research Capital (TRC)’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
-33,881
Closed -$56.9K – 5584
2025
Q4 		$56.9K Buy
33,881
+31,247
+1,186% +$118K ﹤0.01% 2325
2025
Q3 		$15.2K Buy
+2,634
New +$16K ﹤0.01% 3554
2025
Q2 		– Sell
-2,096
Closed -$4.38K – 5580
2025
Q1 		$4.38K Buy
2,096
+987
+89% +$3.26K ﹤0.01% 4268
2024
Q4 		$3.89K Buy
1,109
+468
+73% +$2.17K ﹤0.01% 4569
2024
Q3 		$2.51K Buy
641
+342
+114% +$1.89K ﹤0.01% 4985
2024
Q2 		$2.16K Sell
299
-1
-0.3% -$10 ﹤0.01% 5046
2024
Q1 		$3.48K Buy
300
+16
+6% +$292 ﹤0.01% 4856
2023
Q4 		$6.58K Buy
284
+44
+18% +$1.02K ﹤0.01% 4722
2023
Q3 		$8.3K Buy
240
+24
+11% +$916 ﹤0.01% 4366
2023
Q2 		$9.73K Buy
216
+31
+17% +$2.12K ﹤0.01% 4227
2023
Q1 		$15K Sell
185
-56
-23% -$4.33K ﹤0.01% 3822
2022
Q4 		$14K Buy
241
+97
+67% +$8.23K ﹤0.01% 3543
2022
Q3 		$11K Buy
144
+74
+106% +$6.73K ﹤0.01% 4469
2022
Q2 		$6K Buy
70
+29
+71% +$2.73K ﹤0.01% 4960
2022
Q1 		$4K Buy
+41
New +$3.73K ﹤0.01% 5258
2021
Q4 		– Sell
-228
Closed -$23K – 6579
2021
Q3 		$23K Buy
228
+30
+15% +$3.14K ﹤0.01% 3608
2021
Q2 		$24K Buy
+198
New +$27.1K ﹤0.01% 3734

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M 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 $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Tower Research Capital (TRC)'s UPXI Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of Upexi (UPXI) in Q1 2026, closing a stake of 33,881 shares — an estimated $56.9K sold.

Tower Research Capital (TRC) first reported a position in UPXI in Q2 2021 and held it in 17 quarters. The position peaked at $56.9K in Q4 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 33,881 Upexi shares in Q1 2026, an estimated $56.9K.
  • Tower Research Capital (TRC) first reported a position in Upexi in Q2 2021 and held it in 17 quarters.
  • Tower Research Capital (TRC)'s Upexi position peaked at $56.9K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.