Talon Private Wealth
UPSD icon

Talon Private Wealth’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Talon Private 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
2025
Q2 		– Sell
-12,917
Closed -$299K – 309
2025
Q1 		$299K Buy
+12,917
New +$313K 0.04% 136

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
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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
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
Renasant Bank
Renasant Bank Tupelo, Mississippi $156M AUM 21.58% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Talon Private Wealth's UPSD Position: Q2 2025 in Review

Talon Private Wealth sold out of Aptus Large Cap Upside ETF (UPSD) in Q2 2025, closing a stake of 12,917 shares — an estimated $299K sold.

Talon Private Wealth first reported a position in UPSD in Q1 2025 and held it in 1 quarter. The position peaked at $299K in Q1 2025. 19 funds tracked by Wall St. Rank hold UPSD as of Q2 2025.

  • Talon Private Wealth reported no remaining Aptus Large Cap Upside ETF position as of Q2 2025 after selling out during the quarter.
  • Talon Private Wealth sold 12,917 Aptus Large Cap Upside ETF shares in Q2 2025, an estimated $299K.
  • Talon Private Wealth first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and held it in 1 quarter.
  • Talon Private Wealth's Aptus Large Cap Upside ETF position peaked at $299K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.