ACA
UPSD

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
SOS
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. 30 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.
  • 30 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.