PPC
UPSD

Park Place Capital’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Park Place Capital’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 		$14.6M Buy
573,958
+45,608
+9% +$1.24M 2.93% 9
2025
Q4 		$14.1M Buy
528,350
+28,104
+6% +$749K 2.95% 10
2025
Q3 		$13.3M Buy
500,246
+8,605
+2% +$219K 2.82% 10
2025
Q2 		$12.2M Buy
491,641
+118,545
+32% +$2.72M 2.77% 9
2025
Q1 		$8.64M Buy
+373,096
New +$9.04M 2.34% 9

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
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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Park Place Capital's UPSD Position: Q1 2026 in Review

Park Place Capital increased its Aptus Large Cap Upside ETF (UPSD) stake by 8.6% in Q1 2026, buying an estimated $1.24M and bringing the position to 573,958 shares worth $14.6M. The position accounts for 2.93% of the portfolio, ranked #9.

Park Place Capital 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.

  • Park Place Capital held 573,958 shares of Aptus Large Cap Upside ETF worth $14.6M as of Q1 2026.
  • Park Place Capital bought 45,608 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $1.24M.
  • Aptus Large Cap Upside ETF made up 2.93% of Park Place Capital's portfolio in Q1 2026, its #9 holding.
  • Park Place Capital 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 Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.