Position in UPXI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,776
-$11,104 QoQ
Shares Held
16,000
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $238,007,763 across 27 Internet Content & Information names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
547,904 | $195,026,566 | |
| 2 | META |
Meta Platforms, Inc.
|
71,960 | $40,534,348 | |
| 3 | SPOT |
Spotify Technology S.A.
|
2,470 | $1,134,051 | |
| 4 | NBIS |
Nebius Group N.V.
|
1,773 | $489,649 | |
| 5 | RDDT |
Reddit, Inc.
|
1,801 | $312,617 | |
| 6 | BIDU |
Baidu, Inc.
|
1,441 | $164,691 | |
| 7 | GENI |
Genius Sports Ltd
|
24,028 | $145,609 | |
| 8 | TME |
Tencent Music Entertainment Group
|
16,484 | $137,641 |
All Filings in UPXI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,776 | 16,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,880 | 16,000 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||