MWM
UPSD

Maripau Wealth Management’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Maripau 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 		$3.31M Buy
129,631
+10,252
+9% +$278K 1.45% 17
2025
Q4 		$3.2M Buy
119,379
+4,018
+3% +$107K 1.47% 16
2025
Q3 		$3.08M Buy
115,361
+6,185
+6% +$157K 1.55% 13
2025
Q2 		$2.72M Buy
109,176
+43,698
+67% +$1M 1.37% 17
2025
Q1 		$1.52M Buy
+65,478
New +$1.59M 0.87% 30

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
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $114M AUM 10.16% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Maripau Wealth Management's UPSD Position: Q1 2026 in Review

Maripau Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 8.6% in Q1 2026, buying an estimated $278K and bringing the position to 129,631 shares worth $3.31M. The position accounts for 1.45% of the portfolio, ranked #17.

Maripau Wealth Management first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Maripau Wealth Management held 129,631 shares of Aptus Large Cap Upside ETF worth $3.31M as of Q1 2026.
  • Maripau Wealth Management bought 10,252 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $278K.
  • Aptus Large Cap Upside ETF made up 1.45% of Maripau Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Maripau Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.