Aptus Capital Advisors’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Aptus Capital Advisors’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 Q2	$58M	Buy	2,055,698 +140,753	+7%	+$3.87M	0.4%	58
2026 Q1	$48.8M	Sell	1,914,945 -78,095	-4%	-$2.12M	0.38%	52
2025 Q4	$53.4M	Buy	1,993,040 +206,592	+12%	+$5.5M	0.38%	55
2025 Q3	$47.6M	Buy	1,786,448 +29,284	+2%	+$745K	0.35%	63
2025 Q2	$43.4M	Buy	1,757,164 +919,627	+110%	+$21.1M	0.35%	59
2025 Q1	$19.4M	Buy	+837,537	New	+$20.3M	0.2%	106

Other funds holding UPSD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Aptus Capital Advisors's UPSD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Aptus Large Cap Upside ETF (UPSD) stake by 7.4% in Q2 2026, buying an estimated $3.87M and bringing the position to 2,055,698 shares worth $58M. The position accounts for 0.4% of the portfolio, ranked #58.

Aptus Capital Advisors first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

Aptus Capital Advisors held 2,055,698 shares of Aptus Large Cap Upside ETF worth $58M as of Q2 2026.
Aptus Capital Advisors bought 140,753 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $3.87M.
Aptus Large Cap Upside ETF made up 0.4% of Aptus Capital Advisors's portfolio in Q2 2026, its #58 holding.
Aptus Capital Advisors first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.