SAI
UPSD

Savvy Advisors Inc’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Savvy Advisors Inc’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 		– Sell
-53,808
Closed -$1.44M – 1220
2025
Q4 		$1.44M Buy
+53,808
New +$1.43M 0.05% 288

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

Savvy Advisors Inc's UPSD Position: Q1 2026 in Review

Savvy Advisors Inc sold out of Aptus Large Cap Upside ETF (UPSD) in Q1 2026, closing a stake of 53,808 shares — an estimated $1.44M sold.

Savvy Advisors Inc first reported a position in UPSD in Q4 2025 and held it in 1 quarter. The position peaked at $1.44M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Savvy Advisors Inc reported no remaining Aptus Large Cap Upside ETF position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 53,808 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $1.44M.
  • Savvy Advisors Inc first reported a position in Aptus Large Cap Upside ETF in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Aptus Large Cap Upside ETF position peaked at $1.44M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.