True Vision MN
UPSD icon

True Vision MN’s Aptus Large Cap Upside ETF UPSD Stock Holding History

True Vision MN’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
Q1 		– Sell
-16,669
Closed -$446K – 127
2025
Q4 		$446K Sell
16,669
-1
-0% -$27 0.23% 84
2025
Q3 		$445K Sell
16,670
-52
-0.3% -$1.32K 0.23% 81
2025
Q2 		$413K Buy
+16,722
New +$384K 0.23% 86

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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 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 $492M AUM 30.23% 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
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

True Vision MN's UPSD Position: Q1 2026 in Review

True Vision MN sold out of Aptus Large Cap Upside ETF (UPSD) in Q1 2026, closing a stake of 16,669 shares — an estimated $446K sold.

True Vision MN first reported a position in UPSD in Q2 2025 and held it in 3 quarters. The position peaked at $446K in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • True Vision MN reported no remaining Aptus Large Cap Upside ETF position as of Q1 2026 after selling out during the quarter.
  • True Vision MN sold 16,669 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $446K.
  • True Vision MN first reported a position in Aptus Large Cap Upside ETF in Q2 2025 and held it in 3 quarters.
  • True Vision MN's Aptus Large Cap Upside ETF position peaked at $446K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.