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
2025 Q3	$1.82M	Buy
2025 Q2	$1.5M	Buy
2025 Q1	$536K	Buy