UWP
UPSD

Uniting Wealth Partners’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Uniting Wealth Partners’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 		$6.78M Buy
265,111
+15,252
+6% +$413K 1.44% 17
2025
Q4 		$6.69M Buy
249,859
+44,188
+21% +$1.18M 2.05% 8
2025
Q3 		$5.48M Buy
205,671
+40,556
+25% +$1.03M 1.29% 21
2025
Q2 		$4.08M Buy
165,115
+31,056
+23% +$712K 1.58% 14
2025
Q1 		$3.1M Buy
+134,059
New +$3.25M 1.56% 10

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
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
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Uniting Wealth Partners's UPSD Position: Q1 2026 in Review

Uniting Wealth Partners increased its Aptus Large Cap Upside ETF (UPSD) stake by 6.1% in Q1 2026, buying an estimated $413K and bringing the position to 265,111 shares worth $6.78M. The position accounts for 1.44% of the portfolio, ranked #17.

Uniting Wealth Partners first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Uniting Wealth Partners held 265,111 shares of Aptus Large Cap Upside ETF worth $6.78M as of Q1 2026.
  • Uniting Wealth Partners bought 15,252 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $413K.
  • Aptus Large Cap Upside ETF made up 1.44% of Uniting Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Uniting Wealth Partners first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.