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
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 $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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Lord & Richards Wealth Management's UPSD Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 4.5% in Q1 2026, buying an estimated $126K and bringing the position to 108,587 shares worth $2.77M. The position accounts for 2.43% of the portfolio, ranked #10.

Lord & Richards Wealth Management first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Lord & Richards Wealth Management held 108,587 shares of Aptus Large Cap Upside ETF worth $2.77M as of Q1 2026.
  • Lord & Richards Wealth Management bought 4,645 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $126K.
  • Aptus Large Cap Upside ETF made up 2.43% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Lord & Richards Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • Lord & Richards Wealth Management's Aptus Large Cap Upside ETF position peaked at $2.78M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.