SLC
UPSD

Second Line Capital’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Second Line Capital’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 		$2.53M Buy
93,551
+20,289
+28% +$550K 0.48% 40
2025
Q4 		$1.96M Buy
73,262
+2,778
+4% +$74K 0.4% 45
2025
Q3 		$1.88M Buy
70,484
+6,538
+10% +$166K 0.39% 48
2025
Q2 		$1.58M Buy
+63,946
New +$1.47M 0.37% 47

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

Second Line Capital's UPSD Position: Q1 2026 in Review

Second Line Capital increased its Aptus Large Cap Upside ETF (UPSD) stake by 28% in Q1 2026, buying an estimated $550K and bringing the position to 93,551 shares worth $2.53M. The position accounts for 0.48% of the portfolio, ranked #40.

Second Line Capital first reported a position in UPSD in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Second Line Capital held 93,551 shares of Aptus Large Cap Upside ETF worth $2.53M as of Q1 2026.
  • Second Line Capital bought 20,289 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $550K.
  • Aptus Large Cap Upside ETF made up 0.48% of Second Line Capital's portfolio in Q1 2026, its #40 holding.
  • Second Line Capital first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.