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BOLTON SECURITIES CORPORATION’s Upexi UPXI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$79.8K Hold
70,000
– – ﹤0.01% 1186
2026
Q2 		$54.9K Hold
70,000
– – ﹤0.01% 1298
2026
Q1 		$69K Buy
+70,000
New +$93.8K ﹤0.01% 1147

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UPXI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Upexi (UPXI) position steady in Q3 2026 at 70,000 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

BOLTON SECURITIES CORPORATION first reported a position in UPXI in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 70,000 shares of Upexi worth $79.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Upexi share count unchanged in Q3 2026.
  • Upexi made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1186 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Upexi in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.