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 Q2	$2.62M	Sell	92,867 -684	-0.7%	-$18.8K	0.49%	40
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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

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

Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

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

Second Line Capital's UPSD Position: Q2 2026 in Review

Second Line Capital reduced its Aptus Large Cap Upside ETF (UPSD) stake by 0.73% in Q2 2026, selling an estimated $18.8K and leaving 92,867 shares worth $2.62M. The position accounts for 0.49% of the portfolio, ranked #40.

Second Line Capital first reported a position in UPSD in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

Second Line Capital held 92,867 shares of Aptus Large Cap Upside ETF worth $2.62M as of Q2 2026.
Second Line Capital sold 684 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $18.8K.
Aptus Large Cap Upside ETF made up 0.49% of Second Line Capital's portfolio in Q2 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 5 quarters since.
29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.