SAW
UPSD

Signal Advisors Wealth’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Signal Advisors Wealth’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 		$11.3M Buy
444,089
+97,450
+28% +$2.64M 0.78% 25
2025
Q4 		$9.28M Buy
346,639
+64,069
+23% +$1.71M 0.74% 30
2025
Q3 		$7.53M Buy
282,570
+63,128
+29% +$1.61M 0.68% 43
2025
Q2 		$5.43M Buy
219,442
+92,138
+72% +$2.11M 0.42% 67
2025
Q1 		$2.95M Buy
+127,304
New +$3.08M 0.29% 88

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
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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Signal Advisors Wealth's UPSD Position: Q1 2026 in Review

Signal Advisors Wealth increased its Aptus Large Cap Upside ETF (UPSD) stake by 28% in Q1 2026, buying an estimated $2.64M and bringing the position to 444,089 shares worth $11.3M. The position accounts for 0.78% of the portfolio, ranked #25.

Signal Advisors Wealth first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Signal Advisors Wealth held 444,089 shares of Aptus Large Cap Upside ETF worth $11.3M as of Q1 2026.
  • Signal Advisors Wealth bought 97,450 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $2.64M.
  • Aptus Large Cap Upside ETF made up 0.78% of Signal Advisors Wealth's portfolio in Q1 2026, its #25 holding.
  • Signal Advisors Wealth first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.