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
2026
Q1 		$2.34M Buy
91,664
+8,449
+10% +$229K 0.97% 21
2025
Q4 		$2.23M Buy
83,215
+6,249
+8% +$166K 0.93% 22
2025
Q3 		$2.05M Sell
76,966
-763
-1% -$19.4K 0.89% 22
2025
Q2 		$1.92M Buy
77,729
+3,036
+4% +$69.6K 0.84% 23
2025
Q1 		$1.73M Buy
+74,693
New +$1.81M 0.83% 23

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 $174M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

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

MBE Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 10% in Q1 2026, buying an estimated $229K and bringing the position to 91,664 shares worth $2.34M. The position accounts for 0.97% of the portfolio, ranked #21.

MBE 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.

  • MBE Wealth Management held 91,664 shares of Aptus Large Cap Upside ETF worth $2.34M as of Q1 2026.
  • MBE Wealth Management bought 8,449 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $229K.
  • Aptus Large Cap Upside ETF made up 0.97% of MBE Wealth Management's portfolio in Q1 2026, its #21 holding.
  • MBE 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 MBE Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.