PGAM
UPSD

Princeton Global Asset Management’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Princeton Global 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
Q2 		$31.9K Hold
1,130
– – ﹤0.01% 416
2026
Q1 		$28.8K Buy
+1,130
New +$30.6K ﹤0.01% 432

Other funds holding UPSD

WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Princeton Global Asset Management's UPSD Position: Q2 2026 in Review

Princeton Global Asset Management held its Aptus Large Cap Upside ETF (UPSD) position steady in Q2 2026 at 1,130 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Princeton Global Asset Management first reported a position in UPSD in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Princeton Global Asset Management held 1,130 shares of Aptus Large Cap Upside ETF worth $31.9K as of Q2 2026.
  • Princeton Global Asset Management left its Aptus Large Cap Upside ETF share count unchanged in Q2 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #416 holding.
  • Princeton Global Asset Management first reported a position in Aptus Large Cap Upside ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.