RIA
UPSD

Regal Investment Advisors’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Regal Investment Advisors’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 		$1.27M Buy
49,992
+1,659
+3% +$44.9K 0.07% 249
2025
Q4 		$1.29M Buy
+48,333
New +$1.29M 0.08% 241

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 $174M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 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 $128M AUM 13.67% 1-Year Est. Return

Regal Investment Advisors's UPSD Position: Q1 2026 in Review

Regal Investment Advisors increased its Aptus Large Cap Upside ETF (UPSD) stake by 3.4% in Q1 2026, buying an estimated $44.9K and bringing the position to 49,992 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #249.

Regal Investment Advisors first reported a position in UPSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.29M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Regal Investment Advisors held 49,992 shares of Aptus Large Cap Upside ETF worth $1.27M as of Q1 2026.
  • Regal Investment Advisors bought 1,659 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $44.9K.
  • Aptus Large Cap Upside ETF made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #249 holding.
  • Regal Investment Advisors first reported a position in Aptus Large Cap Upside ETF in Q4 2025 and has held it in 2 quarters since.
  • Regal Investment Advisors's Aptus Large Cap Upside ETF position peaked at $1.29M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.