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 Q3	$2.29M	Sell	76,673 -4,660	-6%	-$138K	1.54%	20
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Renasant Bank's UPSD Position: Q3 2026 in Review

Renasant Bank reduced its Aptus Large Cap Upside ETF (UPSD) stake by 5.7% in Q3 2026, selling an estimated $138K and leaving 76,673 shares worth $2.29M. The position accounts for 1.54% of the portfolio, ranked #20.

Renasant Bank first reported a position in UPSD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.61M in Q3 2025. 12 funds tracked by Wall St. Rank hold UPSD as of Q3 2026.

Renasant Bank held 76,673 shares of Aptus Large Cap Upside ETF worth $2.29M as of Q3 2026.
Renasant Bank sold 4,660 Aptus Large Cap Upside ETF shares in Q3 2026, an estimated $138K.
Aptus Large Cap Upside ETF made up 1.54% of Renasant Bank's portfolio in Q3 2026, its #20 holding.
Renasant Bank first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 7 quarters since.
Renasant Bank's Aptus Large Cap Upside ETF position peaked at $2.61M in Q3 2025.
12 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q3 2026.

Based on Renasant Bank's 13F filing for Q3 2026, filed 5 Nov 2026.