CIAS
UPSD

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
Q2 		$2.2M Buy
78,003
+73,191
+1,521% +$2.01M 0.14% 175
2026
Q1 		$123K Buy
+4,812
New +$130K 0.01% 700

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

Capital Investment Advisory Services's UPSD Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Aptus Large Cap Upside ETF (UPSD) stake by 1,521% in Q2 2026, buying an estimated $2.01M and bringing the position to 78,003 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #175.

Capital Investment Advisory Services first reported a position in UPSD in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Capital Investment Advisory Services held 78,003 shares of Aptus Large Cap Upside ETF worth $2.2M as of Q2 2026.
  • Capital Investment Advisory Services bought 73,191 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $2.01M.
  • Aptus Large Cap Upside ETF made up 0.14% of Capital Investment Advisory Services's portfolio in Q2 2026, its #175 holding.
  • Capital Investment Advisory Services first reported a position in Aptus Large Cap Upside ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.