AI
UPSD

Atria Investments’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Atria Investments’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 		$661K Buy
25,929
+8,086
+45% +$219K 0.01% 1293
2025
Q4 		$478K Sell
17,843
-12
-0.1% -$320 0.01% 1480
2025
Q3 		$476K Buy
17,855
+2,514
+16% +$64K 0.01% 1439
2025
Q2 		$379K Buy
15,341
+471
+3% +$10.8K ﹤0.01% 1580
2025
Q1 		$344K Buy
+14,870
New +$360K ﹤0.01% 1544

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

Atria Investments's UPSD Position: Q1 2026 in Review

Atria Investments increased its Aptus Large Cap Upside ETF (UPSD) stake by 45% in Q1 2026, buying an estimated $219K and bringing the position to 25,929 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1293.

Atria Investments first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Atria Investments held 25,929 shares of Aptus Large Cap Upside ETF worth $661K as of Q1 2026.
  • Atria Investments bought 8,086 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $219K.
  • Aptus Large Cap Upside ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1293 holding.
  • Atria Investments first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.