MBE Wealth Management
UPSD icon

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
Q2 		$2.67M Buy
94,631
+2,967
+3% +$81.5K 0.94% 20
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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Wilian Securities
Wilian Securities Vadnais Heights, Minnesota $169M AUM
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

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

MBE Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 3.2% in Q2 2026, buying an estimated $81.5K and bringing the position to 94,631 shares worth $2.67M. The position accounts for 0.94% of the portfolio, ranked #20.

MBE 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.

  • MBE Wealth Management held 94,631 shares of Aptus Large Cap Upside ETF worth $2.67M as of Q2 2026.
  • MBE Wealth Management bought 2,967 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $81.5K.
  • Aptus Large Cap Upside ETF made up 0.94% of MBE Wealth Management's portfolio in Q2 2026, its #20 holding.
  • MBE 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 MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.