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
Q2 		$2.29M Buy
81,333
+3,752
+5% +$103K 1.47% 22
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 $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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 $280M AUM 16.93% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

Renasant Bank's UPSD Position: Q2 2026 in Review

Renasant Bank increased its Aptus Large Cap Upside ETF (UPSD) stake by 4.8% in Q2 2026, buying an estimated $103K and bringing the position to 81,333 shares worth $2.29M. The position accounts for 1.47% of the portfolio, ranked #22.

Renasant Bank first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.61M in Q3 2025. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Renasant Bank held 81,333 shares of Aptus Large Cap Upside ETF worth $2.29M as of Q2 2026.
  • Renasant Bank bought 3,752 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $103K.
  • Aptus Large Cap Upside ETF made up 1.47% of Renasant Bank's portfolio in Q2 2026, its #22 holding.
  • Renasant Bank first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
  • Renasant Bank's Aptus Large Cap Upside ETF position peaked at $2.61M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.