Uniting Wealth Partners
UPSD icon

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
Q2 		– Sell
-265,111
Closed -$6.78M – 222
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

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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 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
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
Wilian Securities
Wilian Securities Vadnais Heights, Minnesota $169M AUM
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Uniting Wealth Partners's UPSD Position: Q2 2026 in Review

Uniting Wealth Partners sold out of Aptus Large Cap Upside ETF (UPSD) in Q2 2026, closing a stake of 265,111 shares — an estimated $6.78M sold.

Uniting Wealth Partners first reported a position in UPSD in Q1 2025 and held it in 5 quarters. The position peaked at $6.78M in Q1 2026. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Uniting Wealth Partners reported no remaining Aptus Large Cap Upside ETF position as of Q2 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 265,111 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $6.78M.
  • Uniting Wealth Partners first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and held it in 5 quarters.
  • Uniting Wealth Partners's Aptus Large Cap Upside ETF position peaked at $6.78M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.