HI
UPSD

Harbour Investments’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Harbour Investments’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 		$31.7K Buy
+1,244
New +$33.7K ﹤0.01% 2610

Other funds holding UPSD

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Harbour Investments's UPSD Position: Q1 2026 in Review

Harbour Investments opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q1 2026: 1,244 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #2610 among its holdings.

27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Harbour Investments held 1,244 shares of Aptus Large Cap Upside ETF worth $31.7K as of Q1 2026.
  • Aptus Large Cap Upside ETF was a new Harbour Investments position in Q1 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2610 holding.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.