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
Q1 		$209K Buy
+8,202
New +$222K ﹤0.01% 1481

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

Independent Advisor Alliance's UPSD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q1 2026: 8,202 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

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

  • Independent Advisor Alliance held 8,202 shares of Aptus Large Cap Upside ETF worth $209K as of Q1 2026.
  • Aptus Large Cap Upside ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1481 holding.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.