StoneX Group
UPSD icon

StoneX Group’s Aptus Large Cap Upside ETF UPSD Stock Holding History

StoneX Group’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
2025
Q1 		– Sell
-14,295
Closed -$342K – 1014
2024
Q4 		$342K Buy
+14,295
New +$358K 0.02% 569

Other funds holding UPSD

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $268M AUM 13.83% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Renasant Bank
Renasant Bank Tupelo, Mississippi $148M AUM 16.49% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

StoneX Group's UPSD Position: Q1 2025 in Review

StoneX Group sold out of Aptus Large Cap Upside ETF (UPSD) in Q1 2025, closing a stake of 14,295 shares — an estimated $342K sold.

StoneX Group first reported a position in UPSD in Q4 2024 and held it in 1 quarter. The position peaked at $342K in Q4 2024. 16 funds tracked by Wall St. Rank hold UPSD as of Q1 2025.

  • StoneX Group reported no remaining Aptus Large Cap Upside ETF position as of Q1 2025 after selling out during the quarter.
  • StoneX Group sold 14,295 Aptus Large Cap Upside ETF shares in Q1 2025, an estimated $342K.
  • StoneX Group first reported a position in Aptus Large Cap Upside ETF in Q4 2024 and held it in 1 quarter.
  • StoneX Group's Aptus Large Cap Upside ETF position peaked at $342K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2025.

Based on StoneX Group's 13F filing for Q1 2025, filed 15 May 2025.