ASN
UPSD

Advisory Services Network’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Advisory Services Network’s Portfolio UPSD Stock Details UPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Sell
8,911
-613
-6% -$16.6K ﹤0.01% 1746
2025
Q4 		$255K Buy
9,524
+8,524
+852% +$227K ﹤0.01% 1570
2025
Q3 		$26.7K Buy
+1,000
New +$25.4K ﹤0.01% 2805
2025
Q2 		– Sell
-15,169
Closed -$351K – 1870
2025
Q1 		$351K Buy
+15,169
New +$367K 0.01% 1215

Other funds holding UPSD

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $114M AUM 10.16% 1-Year Est. Return

Advisory Services Network's UPSD Position: Q1 2026 in Review

Advisory Services Network reduced its Aptus Large Cap Upside ETF (UPSD) stake by 6.4% in Q1 2026, selling an estimated $16.6K and leaving 8,911 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Advisory Services Network first reported a position in UPSD in Q1 2025 and has held it in 4 quarters since. The position peaked at $351K in Q1 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Advisory Services Network held 8,911 shares of Aptus Large Cap Upside ETF worth $227K as of Q1 2026.
  • Advisory Services Network sold 613 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $16.6K.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1746 holding.
  • Advisory Services Network first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 4 quarters since.
  • Advisory Services Network's Aptus Large Cap Upside ETF position peaked at $351K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.