MWM
UPSD

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

MBE Wealth Management’s Portfolio UPSD Stock Details UPSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
77,729
+3,036
+4% +$75.1K 0.84% 23
2025
Q1 		$1.73M Buy
+74,693
New +$1.73M 0.83% 23