FGG
UPSD

Financial Guidance Group’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Financial Guidance Group’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 		$4.65M Buy
164,760
+4,277
+3% +$118K 1.74% 17
2026
Q1 		$4.09M Buy
160,483
+20,698
+15% +$561K 1.64% 21
2025
Q4 		$3.74M Buy
139,785
+12,399
+10% +$330K 1.53% 23
2025
Q3 		$3.4M Buy
127,386
+16,145
+15% +$411K 1.52% 25
2025
Q2 		$2.75M Buy
+111,241
New +$2.55M 1.34% 27

Other funds holding UPSD

WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM

Financial Guidance Group's UPSD Position: Q2 2026 in Review

Financial Guidance Group increased its Aptus Large Cap Upside ETF (UPSD) stake by 2.7% in Q2 2026, buying an estimated $118K and bringing the position to 164,760 shares worth $4.65M. The position accounts for 1.74% of the portfolio, ranked #17.

Financial Guidance Group first reported a position in UPSD in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Financial Guidance Group held 164,760 shares of Aptus Large Cap Upside ETF worth $4.65M as of Q2 2026.
  • Financial Guidance Group bought 4,277 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $118K.
  • Aptus Large Cap Upside ETF made up 1.74% of Financial Guidance Group's portfolio in Q2 2026, its #17 holding.
  • Financial Guidance Group first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.