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 Q3	$2.4M	Sell	80,434 -3,902	-5%	-$116K	1.47%	20
2026 Q2	$2.38M	Buy	84,336 +7,085	+9%	+$195K	1.64%	18
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cushing Capital Partners's UPSD Position: Q3 2026 in Review

Cushing Capital Partners reduced its Aptus Large Cap Upside ETF (UPSD) stake by 4.6% in Q3 2026, selling an estimated $116K and leaving 80,434 shares worth $2.4M. The position accounts for 1.47% of the portfolio, ranked #20.

Cushing Capital Partners first reported a position in UPSD in Q4 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold UPSD as of Q3 2026.

Cushing Capital Partners held 80,434 shares of Aptus Large Cap Upside ETF worth $2.4M as of Q3 2026.
Cushing Capital Partners sold 3,902 Aptus Large Cap Upside ETF shares in Q3 2026, an estimated $116K.
Aptus Large Cap Upside ETF made up 1.47% of Cushing Capital Partners's portfolio in Q3 2026, its #20 holding.
Cushing Capital Partners first reported a position in Aptus Large Cap Upside ETF in Q4 2024 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.