Triad Wealth Partners’s UP Fintech Holding TIGR Stock Holding History

Triad Wealth Partners’s Portfolio TIGR Stock Details TIGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60K	Buy	+13,072	New	+$63K	﹤0.01%	556

Other funds holding TIGR

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Scheeler Financial West Chester, Ohio $132M AUM

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Triad Wealth Partners's TIGR Position: Q3 2026 in Review

Triad Wealth Partners opened a new position in UP Fintech Holding (TIGR) in Q3 2026: 13,072 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

22 funds tracked by Wall St. Rank hold TIGR as of Q3 2026.

Triad Wealth Partners held 13,072 shares of UP Fintech Holding worth $60K as of Q3 2026.
UP Fintech Holding was a new Triad Wealth Partners position in Q3 2026.
UP Fintech Holding made up ﹤0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #556 holding.
22 funds tracked by Wall St. Rank held UP Fintech Holding as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.