FFA
UPSD

Farther Finance Advisors’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Farther Finance Advisors’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 		$8.88K Sell
315
-1,000
-76% -$27.5K ﹤0.01% 4505
2026
Q1 		$33.7K Buy
+1,315
New +$35.6K ﹤0.01% 3276

Other funds holding UPSD

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Farther Finance Advisors's UPSD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Aptus Large Cap Upside ETF (UPSD) stake by 76% in Q2 2026, selling an estimated $27.5K and leaving 315 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4505.

Farther Finance Advisors first reported a position in UPSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.7K in Q1 2026. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Farther Finance Advisors held 315 shares of Aptus Large Cap Upside ETF worth $8.88K as of Q2 2026.
  • Farther Finance Advisors sold 1,000 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $27.5K.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4505 holding.
  • Farther Finance Advisors first reported a position in Aptus Large Cap Upside ETF in Q1 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Aptus Large Cap Upside ETF position peaked at $33.7K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.