Silver Oak Securities
UPSD icon

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
Q2 		$2.87M Buy
101,647
+13,284
+15% +$365K 0.17% 130
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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Wilian Securities
Wilian Securities Vadnais Heights, Minnesota $169M AUM
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Silver Oak Securities's UPSD Position: Q2 2026 in Review

Silver Oak Securities increased its Aptus Large Cap Upside ETF (UPSD) stake by 15% in Q2 2026, buying an estimated $365K and bringing the position to 101,647 shares worth $2.87M. The position accounts for 0.17% of the portfolio, ranked #130.

Silver Oak Securities first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Silver Oak Securities held 101,647 shares of Aptus Large Cap Upside ETF worth $2.87M as of Q2 2026.
  • Silver Oak Securities bought 13,284 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $365K.
  • Aptus Large Cap Upside ETF made up 0.17% of Silver Oak Securities's portfolio in Q2 2026, its #130 holding.
  • Silver Oak Securities first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.