LRWM
UPSD

Lord & Richards Wealth Management’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Lord & Richards Wealth Management’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 		$3.23M Buy
114,363
+5,776
+5% +$159K 2.52% 9
2026
Q1 		$2.77M Buy
108,587
+4,645
+4% +$126K 2.43% 10
2025
Q4 		$2.78M Buy
103,942
+35,844
+53% +$955K 2.39% 10
2025
Q3 		$1.82M Buy
68,098
+7,579
+13% +$193K 1.66% 19
2025
Q2 		$1.5M Buy
60,519
+37,365
+161% +$857K 1.56% 18
2025
Q1 		$536K Buy
+23,154
New +$561K 0.61% 45

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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Lord & Richards Wealth Management's UPSD Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 5.3% in Q2 2026, buying an estimated $159K and bringing the position to 114,363 shares worth $3.23M. The position accounts for 2.52% of the portfolio, ranked #9.

Lord & Richards Wealth Management first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Lord & Richards Wealth Management held 114,363 shares of Aptus Large Cap Upside ETF worth $3.23M as of Q2 2026.
  • Lord & Richards Wealth Management bought 5,776 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $159K.
  • Aptus Large Cap Upside ETF made up 2.52% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Lord & Richards Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.