Strong Retirement Solutions’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Strong Retirement Solutions’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 Q3	$455K	Buy	15,239 +4,386	+40%	+$130K	0.26%	65
2026 Q2	$306K	Buy	10,853 +1,455	+15%	+$40K	0.18%	70
2026 Q1	$240K	Buy	+9,398	New	+$255K	0.17%	73

Other funds holding UPSD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strong Retirement Solutions's UPSD Position: Q3 2026 in Review

Strong Retirement Solutions increased its Aptus Large Cap Upside ETF (UPSD) stake by 40% in Q3 2026, buying an estimated $130K and bringing the position to 15,239 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #65.

Strong Retirement Solutions first reported a position in UPSD in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold UPSD as of Q3 2026.

Strong Retirement Solutions held 15,239 shares of Aptus Large Cap Upside ETF worth $455K as of Q3 2026.
Strong Retirement Solutions bought 4,386 Aptus Large Cap Upside ETF shares in Q3 2026, an estimated $130K.
Aptus Large Cap Upside ETF made up 0.26% of Strong Retirement Solutions's portfolio in Q3 2026, its #65 holding.
Strong Retirement Solutions first reported a position in Aptus Large Cap Upside ETF in Q1 2026 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.