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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
658,604
+68,072
+12% +$1.87M ﹤0.01% 1502
2026
Q1 		$15.1M Buy
+590,532
New +$16M ﹤0.01% 1542
2025
Q4 		– Sell
-526,164
Closed -$14M – 4712
2025
Q3 		$14M Buy
526,164
+5,232
+1% +$133K ﹤0.01% 1535
2025
Q2 		$12.9M Buy
520,932
+135,278
+35% +$3.1M ﹤0.01% 1569
2025
Q1 		$8.93M Buy
385,654
+89,156
+30% +$2.16M ﹤0.01% 1742
2024
Q4 		$7.09M Buy
+296,498
New +$7.43M ﹤0.01% 1872

Other funds holding UPSD

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Envestnet Asset Management's UPSD Position: Q2 2026 in Review

Envestnet Asset Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 12% in Q2 2026, buying an estimated $1.87M and bringing the position to 658,604 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Envestnet Asset Management first reported a position in UPSD in Q4 2024 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Envestnet Asset Management held 658,604 shares of Aptus Large Cap Upside ETF worth $18.6M as of Q2 2026.
  • Envestnet Asset Management bought 68,072 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $1.87M.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1502 holding.
  • Envestnet Asset Management first reported a position in Aptus Large Cap Upside ETF in Q4 2024 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.