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
Q2 		$762K Buy
27,021
+1,092
+4% +$30K 0.01% 1270
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 $14.6B AUM 22.78% 1-Year Est. Return
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

Atria Investments's UPSD Position: Q2 2026 in Review

Atria Investments increased its Aptus Large Cap Upside ETF (UPSD) stake by 4.2% in Q2 2026, buying an estimated $30K and bringing the position to 27,021 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1270.

Atria Investments 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.

  • Atria Investments held 27,021 shares of Aptus Large Cap Upside ETF worth $762K as of Q2 2026.
  • Atria Investments bought 1,092 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $30K.
  • Aptus Large Cap Upside ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1270 holding.
  • Atria Investments 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.