Envestnet Asset Management
UPSD

Envestnet Asset Management’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Envestnet Asset Management’s Portfolio UPSD Stock Details UPSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.9M Buy
520,932
+135,278
+35% +$3.34M ﹤0.01% 1569
2025
Q1 		$8.93M Buy
385,654
+89,156
+30% +$2.06M ﹤0.01% 1742
2024
Q4 		$7.09M Buy
+296,498
New +$7.09M ﹤0.01% 1872