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
Q2 		$18.4M Buy
652,110
+208,021
+47% +$5.72M 0.93% 23
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 $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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 $280M AUM 16.93% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Signal Advisors Wealth's UPSD Position: Q2 2026 in Review

Signal Advisors Wealth increased its Aptus Large Cap Upside ETF (UPSD) stake by 47% in Q2 2026, buying an estimated $5.72M and bringing the position to 652,110 shares worth $18.4M. The position accounts for 0.93% of the portfolio, ranked #23.

Signal Advisors Wealth first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Signal Advisors Wealth held 652,110 shares of Aptus Large Cap Upside ETF worth $18.4M as of Q2 2026.
  • Signal Advisors Wealth bought 208,021 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $5.72M.
  • Aptus Large Cap Upside ETF made up 0.93% of Signal Advisors Wealth's portfolio in Q2 2026, its #23 holding.
  • Signal Advisors Wealth first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.