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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
Q2 		$11.9M Buy
421,963
+16,945
+4% +$466K 0.67% 36
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

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
6SA
6th Street Advisors Daphne, Alabama $173M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Waterloo Capital's UPSD Position: Q2 2026 in Review

Waterloo Capital increased its Aptus Large Cap Upside ETF (UPSD) stake by 4.2% in Q2 2026, buying an estimated $466K and bringing the position to 421,963 shares worth $11.9M. The position accounts for 0.67% of the portfolio, ranked #36.

Waterloo Capital first reported a position in UPSD in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Waterloo Capital held 421,963 shares of Aptus Large Cap Upside ETF worth $11.9M as of Q2 2026.
  • Waterloo Capital bought 16,945 Aptus Large Cap Upside ETF shares in Q2 2026, an estimated $466K.
  • Aptus Large Cap Upside ETF made up 0.67% of Waterloo Capital's portfolio in Q2 2026, its #36 holding.
  • Waterloo Capital first reported a position in Aptus Large Cap Upside ETF in Q1 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.