Capital Investment Advisory Services’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Capital Investment Advisory Services’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	$123K	Buy	+4,812	New	+$130K	0.01%	700

Other funds holding UPSD

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

Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

6th Street Advisors Daphne, Alabama $159M AUM

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $114M AUM 10.16% 1-Year Est. Return

Capital Investment Advisory Services's UPSD Position: Q1 2026 in Review

Capital Investment Advisory Services opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q1 2026: 4,812 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

Capital Investment Advisory Services held 4,812 shares of Aptus Large Cap Upside ETF worth $123K as of Q1 2026.
Aptus Large Cap Upside ETF was a new Capital Investment Advisory Services position in Q1 2026.
Aptus Large Cap Upside ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #700 holding.
27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.