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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
2025
Q1 		$1.73M Buy