WC
UPSD

Waterloo Capital’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Waterloo Capital’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 		$10.3M Sell
405,018
-2,688
-0.7% -$72.8K 0.73% 32
2025
Q4 		$10.9M Buy
407,706
+9,651
+2% +$257K 0.79% 30
2025
Q3 		$10.6M Buy
398,055
+80,865
+25% +$2.06M 0.79% 30
2025
Q2 		$7.84M Buy
317,190
+72,245
+29% +$1.66M 0.63% 38
2025
Q1 		$5.67M Buy
+244,945
New +$5.93M 0.53% 47

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
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 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 $114M AUM 10.16% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Waterloo Capital's UPSD Position: Q1 2026 in Review

Waterloo Capital reduced its Aptus Large Cap Upside ETF (UPSD) stake by 0.66% in Q1 2026, selling an estimated $72.8K and leaving 405,018 shares worth $10.3M. The position accounts for 0.73% of the portfolio, ranked #32.

Waterloo Capital first reported a position in UPSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q4 2025. 27 funds tracked by Wall St. Rank hold UPSD as of Q1 2026.

  • Waterloo Capital held 405,018 shares of Aptus Large Cap Upside ETF worth $10.3M as of Q1 2026.
  • Waterloo Capital sold 2,688 Aptus Large Cap Upside ETF shares in Q1 2026, an estimated $72.8K.
  • Aptus Large Cap Upside ETF made up 0.73% of Waterloo Capital's portfolio in Q1 2026, its #32 holding.
  • Waterloo Capital first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 5 quarters since.
  • Waterloo Capital's Aptus Large Cap Upside ETF position peaked at $10.9M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.