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
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 $11.9B AUM 17.41% 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 $159M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 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 $114M AUM 10.16% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return