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 Q3	$905K	Buy	30,311 +473	+2%	+$14.1K	0.38%	52
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Renasant Bank Tupelo, Mississippi $148M AUM 16.49% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

One Plus One Wealth Management's UPSD Position: Q3 2026 in Review

One Plus One Wealth Management increased its Aptus Large Cap Upside ETF (UPSD) stake by 1.6% in Q3 2026, buying an estimated $14.1K and bringing the position to 30,311 shares worth $905K. The position accounts for 0.38% of the portfolio, ranked #52.

One Plus One Wealth Management first reported a position in UPSD in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold UPSD as of Q3 2026.

One Plus One Wealth Management held 30,311 shares of Aptus Large Cap Upside ETF worth $905K as of Q3 2026.
One Plus One Wealth Management bought 473 Aptus Large Cap Upside ETF shares in Q3 2026, an estimated $14.1K.
Aptus Large Cap Upside ETF made up 0.38% of One Plus One Wealth Management's portfolio in Q3 2026, its #52 holding.
One Plus One Wealth Management first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.