J.W. COLE ADVISORS, INC.

Position in UPS — United Parcel Service Inc

CIK 1404763 TAMPA, FL

Position in UPS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$19,219,817

+$1,287,357 QoQ

Shares Held

178,789

-1.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#220

of 2,129 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $24,914,681 across 4 Integrated Freight & Logistics names. UPS ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	178,789	$19,219,817
2	LSTR	Landstar System Inc	19,121	$3,954,414
3	FDX	Fedex Corp	4,520	$1,415,347
4	FDXF	FedEx Freight Holding Company, Inc.	2,153	$325,103

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,219,817	178,789	-1.1%	Shares	Sole	2026-07-21
2025-12-31	$17,932,460	180,789	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$15,418,719	184,589	+1.0%	Shares	Sole	2025-11-05
2025-06-30	$18,455,465	182,836	+2.0%	Shares	Sole	2025-08-12
2025-03-31	$19,723,406	179,320	+147.2%	Shares	Sole	2025-05-05
2024-12-31	$9,147,041	72,538	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$9,943,139	72,929	-9.8%	Shares	Sole	2024-10-24
2024-06-30	$11,070,617	80,896	+11.9%	Shares	Sole	2024-08-08
2024-03-31	$10,746,840	72,306	-0.4%	Shares	Sole	2024-04-30
2023-12-31	$11,412,854	72,587	+4.2%	Shares	Sole	2024-01-31
2023-09-30	$10,856,657	69,652	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$12,446,223	69,435	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$13,451,266	69,340	-0.1%	Shares	Sole	2023-05-03
2022-12-31	$12,067,625	69,418	+2.0%	Shares	Sole	2023-02-14
2022-09-30	$10,996,189	68,071	+0.4%	Shares	Sole	2022-10-31
2022-06-30	$12,378,037	67,810	-0.6%	Shares	Sole	2022-07-27
2022-03-31	$14,637,109	68,251	+0.5%	Shares	Sole	2022-06-10
2021-12-31	$14,552,185	67,893	-0.6%	Shares	Sole	2022-01-25
2021-09-30	$12,440,889	68,319	-1.2%	Shares	Sole	2021-10-26
2021-06-30	$14,382,997	69,159	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$11,592,808	68,197	-1.6%	Shares	Sole	2021-04-28
2020-12-31	$11,666,246	69,277	-39.8%	Shares	Sole	2021-02-12
2020-09-30	$19,165,449	115,018	+76.0%	Shares	Sole	2020-11-05
2020-06-30	$7,264,612	65,341	+7.4%	Shares	Sole	2020-08-07
2020-03-31	$5,682,738	60,830	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.