SHFP
UPSD

Second Half Financial Partners’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Second Half Financial Partners’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 		$207K Buy
+7,327
New +$201K 0.08% 106

Other funds holding UPSD

WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Second Half Financial Partners's UPSD Position: Q2 2026 in Review

Second Half Financial Partners opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q2 2026: 7,327 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

5 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Second Half Financial Partners held 7,327 shares of Aptus Large Cap Upside ETF worth $207K as of Q2 2026.
  • Aptus Large Cap Upside ETF was a new Second Half Financial Partners position in Q2 2026.
  • Aptus Large Cap Upside ETF made up 0.08% of Second Half Financial Partners's portfolio in Q2 2026, its #106 holding.
  • 5 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.