UBS Group
UPSD icon

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

UBS 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
2026
Q3 		$27.2K Buy
+912
New +$27.1K ﹤0.01% 8216
2026
Q1 		– Sell
-162
Closed -$4.34K – 11447
2025
Q4 		$4.34K Buy
+162
New +$4.32K ﹤0.01% 8851

Other funds holding UPSD

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Wilian Securities
Wilian Securities Vadnais Heights, Minnesota $187M AUM 11.71% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

UBS Group's UPSD Position: Q3 2026 in Review

UBS Group opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q3 2026: 912 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #8216 among its holdings. This is a return to the name: UBS Group previously reported a position in UPSD as recently as Q4 2025.

UBS Group first reported a position in UPSD in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold UPSD as of Q3 2026.

  • UBS Group held 912 shares of Aptus Large Cap Upside ETF worth $27.2K as of Q3 2026.
  • Aptus Large Cap Upside ETF was a new UBS Group position in Q3 2026.
  • Aptus Large Cap Upside ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8216 holding.
  • UBS Group first reported a position in Aptus Large Cap Upside ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.