IWC
UPSD

Integrated Wealth Concepts’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Integrated Wealth Concepts’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 		$14.1K Buy
+500
New +$13.7K ﹤0.01% 4347

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

Integrated Wealth Concepts's UPSD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q2 2026: 500 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #4347 among its holdings.

30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Integrated Wealth Concepts held 500 shares of Aptus Large Cap Upside ETF worth $14.1K as of Q2 2026.
  • Aptus Large Cap Upside ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4347 holding.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.