IAA
UPSD

Independent Advisor Alliance’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Independent Advisor Alliance’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 		$267K Buy
9,468
+1,266
+15% +$34.8K 0.01% 863
2026
Q1 		$209K Buy
+8,202
New +$222K ﹤0.01% 1481

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

Independent Advisor Alliance's UPSD Position: Q2 2026 in Review

Independent Advisor Alliance increased its Aptus Large Cap Upside ETF (UPSD) stake by 15% in Q2 2026, buying an estimated $34.8K and bringing the position to 9,468 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #863.

Independent Advisor Alliance first reported a position in UPSD in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Independent Advisor Alliance held 9,468 shares of Aptus Large Cap Upside ETF worth $267K as of Q2 2026.
  • Independent Advisor Alliance bought 1,266 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $34.8K.
  • Aptus Large Cap Upside ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #863 holding.
  • Independent Advisor Alliance first reported a position in Aptus Large Cap Upside ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.