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 Q2	$4.25M	Buy	150,341 +20,710	+16%	+$569K	1.52%	15
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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Place Capital Homewood, Alabama $268M AUM 13.83% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $187M AUM 11.71% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Maripau Wealth Management's UPSD Position: Q2 2026 in Review

Maripau Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 16% in Q2 2026, buying an estimated $569K and bringing the position to 150,341 shares worth $4.25M. The position accounts for 1.52% of the portfolio, ranked #15.

Maripau Wealth Management first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

Maripau Wealth Management held 150,341 shares of Aptus Large Cap Upside ETF worth $4.25M as of Q2 2026.
Maripau Wealth Management bought 20,710 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $569K.
Aptus Large Cap Upside ETF made up 1.52% of Maripau Wealth Management's portfolio in Q2 2026, its #15 holding.
Maripau Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.