OSAM
UPSD

O'Shaughnessy Asset Management’s Aptus Large Cap Upside ETF UPSD Stock Holding History

O'Shaughnessy Asset 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 		$179 Hold
7
– – ﹤0.01% 2615
2025
Q4 		$187 Hold
7
– – ﹤0.01% 2599
2025
Q3 		$187 Hold
7
– – ﹤0.01% 2512
2025
Q2 		$173 Buy
+7
New +$161 ﹤0.01% 2326

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 $159M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 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 $114M AUM 10.16% 1-Year Est. Return

O'Shaughnessy Asset Management's UPSD Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Aptus Large Cap Upside ETF (UPSD) position steady in Q1 2026 at 7 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

O'Shaughnessy Asset Management first reported a position in UPSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $187 in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • O'Shaughnessy Asset Management held 7 shares of Aptus Large Cap Upside ETF worth $179 as of Q1 2026.
  • O'Shaughnessy Asset Management left its Aptus Large Cap Upside ETF share count unchanged in Q1 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2615 holding.
  • O'Shaughnessy Asset Management first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and has held it in 4 quarters since.
  • O'Shaughnessy Asset Management's Aptus Large Cap Upside ETF position peaked at $187 in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.