SOS
UPSD

Silver Oak Securities’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Silver Oak Securities’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 		$2.25M Buy
88,363
+3,510
+4% +$95.1K 0.16% 135
2025
Q4 		$2.3M Buy
84,853
+5,160
+6% +$137K 0.16% 139
2025
Q3 		$2.13M Buy
79,693
+12,017
+18% +$306K 0.16% 137
2025
Q2 		$1.67M Buy
67,676
+38,217
+130% +$877K 0.14% 161
2025
Q1 		$673K Buy
+29,459
New +$714K 0.06% 313

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

Silver Oak Securities's UPSD Position: Q1 2026 in Review

Silver Oak Securities increased its Aptus Large Cap Upside ETF (UPSD) stake by 4.1% in Q1 2026, buying an estimated $95.1K and bringing the position to 88,363 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #135.

Silver Oak Securities first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.3M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Silver Oak Securities held 88,363 shares of Aptus Large Cap Upside ETF worth $2.25M as of Q1 2026.
  • Silver Oak Securities bought 3,510 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $95.1K.
  • Aptus Large Cap Upside ETF made up 0.16% of Silver Oak Securities's portfolio in Q1 2026, its #135 holding.
  • Silver Oak Securities first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • Silver Oak Securities's Aptus Large Cap Upside ETF position peaked at $2.3M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.