Great Valley Advisor Group »

Upexi shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Upexi

Tip: Access up to 7 years of quarterly data

All positions including Upexi held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upexi by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 11k 5.77

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

Top funds holding Upexi

Polar Securities
Susquehanna International
Jane Street
Citadel Advisors
Alyeska Investment Group
MMCAP International Inc. SPC
UBS Group
Vanguard Group
BlackRock
Marex Group
Shariaportfolio
NewGen Asset Management
Geode Capital Management
Kathmere Capital Management
Millennium Management

View all funds holding Upexi