J.W. COLE ADVISORS, INC.

Position in UPXI — Upexi, Inc.

CIK 1404763 TAMPA, FL

Position in UPXI

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$14,888

-$10,480 QoQ

Shares Held

15,100

0.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Mar 31, 2026

J.W. COLE ADVISORS, INC. holds $66,391,852 across 6 Internet Content & Information names. UPXI ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	133,219	$38,308,455
2	META	Meta Platforms, Inc.	46,443	$26,571,433
3	NBIS	Nebius Group N.V.	11,320	$1,174,563
4	SPOT	Spotify Technology S.A.	546	$264,760
5	SNAP	Snap Inc	12,555	$57,753
6	UPXI	Upexi, Inc. This page	15,100	$14,888

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,888	15,100	0.0%	Shares	Sole	2026-04-23
2025-12-31	$25,368	15,100	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$90,012	15,600	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.