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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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. 30 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.
  • 30 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.