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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Buy
60,519
+37,365
+161% +$924K 1.56% 18
2025
Q1 		$536K Buy
+23,154
New +$536K 0.61% 45