RB
UPSD

Renasant Bank’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Renasant Bank’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 		$1.98M Buy
77,581
+419
+0.5% +$11.4K 1.4% 21
2025
Q4 		$2.07M Sell
77,162
-20,901
-21% -$557K 1.4% 21
2025
Q3 		$2.61M Buy
98,063
+919
+0.9% +$23.4K 1.66% 17
2025
Q2 		$2.4M Sell
97,144
-5,434
-5% -$125K 1.6% 17
2025
Q1 		$2.38M Buy
+102,578
New +$2.48M 1.57% 17

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

Renasant Bank's UPSD Position: Q1 2026 in Review

Renasant Bank increased its Aptus Large Cap Upside ETF (UPSD) stake by 0.54% in Q1 2026, buying an estimated $11.4K and bringing the position to 77,581 shares worth $1.98M. The position accounts for 1.4% of the portfolio, ranked #21.

Renasant Bank first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q3 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Renasant Bank held 77,581 shares of Aptus Large Cap Upside ETF worth $1.98M as of Q1 2026.
  • Renasant Bank bought 419 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $11.4K.
  • Aptus Large Cap Upside ETF made up 1.4% of Renasant Bank's portfolio in Q1 2026, its #21 holding.
  • Renasant Bank first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • Renasant Bank's Aptus Large Cap Upside ETF position peaked at $2.61M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.