OPOWM
UPSD

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

One Plus One 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 		$841K Buy
29,838
+802
+3% +$22K 0.36% 55
2026
Q1 		$740K Buy
29,036
+1,182
+4% +$32K 0.31% 54
2025
Q4 		$746K Buy
27,854
+17
+0.1% +$453 0.34% 54
2025
Q3 		$742K Buy
27,837
+625
+2% +$15.9K 0.36% 53
2025
Q2 		$673K Buy
+27,212
New +$624K 0.37% 53

Other funds holding UPSD

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

One Plus One Wealth Management's UPSD Position: Q2 2026 in Review

One Plus One Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 2.8% in Q2 2026, buying an estimated $22K and bringing the position to 29,838 shares worth $841K. The position accounts for 0.36% of the portfolio, ranked #55.

One Plus One Wealth Management first reported a position in UPSD in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • One Plus One Wealth Management held 29,838 shares of Aptus Large Cap Upside ETF worth $841K as of Q2 2026.
  • One Plus One Wealth Management bought 802 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $22K.
  • Aptus Large Cap Upside ETF made up 0.36% of One Plus One Wealth Management's portfolio in Q2 2026, its #55 holding.
  • One Plus One Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.