CCP
UPSD

Cushing Capital Partners’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Cushing Capital Partners’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 		$1.97M Sell
77,251
-11,717
-13% -$317K 1.51% 19
2025
Q4 		$2.38M Buy
88,968
+9,996
+13% +$266K 1.76% 18
2025
Q3 		$2.11M Buy
78,972
+13,197
+20% +$336K 1.65% 20
2025
Q2 		$1.63M Buy
65,775
+5,887
+10% +$135K 1.37% 22
2025
Q1 		$1.39M Buy
59,888
+42,447
+243% +$1.03M 1.25% 23
2024
Q4 		$417K Buy
+17,441
New +$437K 0.4% 60

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 $174M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 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 $128M AUM 13.67% 1-Year Est. Return

Cushing Capital Partners's UPSD Position: Q1 2026 in Review

Cushing Capital Partners reduced its Aptus Large Cap Upside ETF (UPSD) stake by 13% in Q1 2026, selling an estimated $317K and leaving 77,251 shares worth $1.97M. The position accounts for 1.51% of the portfolio, ranked #19.

Cushing Capital Partners first reported a position in UPSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Cushing Capital Partners held 77,251 shares of Aptus Large Cap Upside ETF worth $1.97M as of Q1 2026.
  • Cushing Capital Partners sold 11,717 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $317K.
  • Aptus Large Cap Upside ETF made up 1.51% of Cushing Capital Partners's portfolio in Q1 2026, its #19 holding.
  • Cushing Capital Partners first reported a position in Aptus Large Cap Upside ETF in Q4 2024 and has held it in 6 quarters since.
  • Cushing Capital Partners's Aptus Large Cap Upside ETF position peaked at $2.38M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Cushing Capital Partners's 13F filing for Q1 2026, filed 20 Apr 2026.