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
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 $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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Aptus Capital Advisors's UPSD Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Aptus Large Cap Upside ETF (UPSD) stake by 3.9% in Q1 2026, selling an estimated $2.12M and leaving 1,914,945 shares worth $48.8M. The position accounts for 0.38% of the portfolio, ranked #52.

Aptus Capital Advisors first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $53.4M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Aptus Capital Advisors held 1,914,945 shares of Aptus Large Cap Upside ETF worth $48.8M as of Q1 2026.
  • Aptus Capital Advisors sold 78,095 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $2.12M.
  • Aptus Large Cap Upside ETF made up 0.38% of Aptus Capital Advisors's portfolio in Q1 2026, its #52 holding.
  • Aptus Capital Advisors first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's Aptus Large Cap Upside ETF position peaked at $53.4M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.