TPW
UPSD

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

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
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
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
RB
Renasant Bank Tupelo, Mississippi $141M AUM 16.9% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 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.