Wells Fargo’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Wells Fargo’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	$1.07K	Buy	+38	New	+$1.04K	﹤0.01%	6451

Other funds holding UPSD

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Place Capital Homewood, Alabama $268M AUM 13.83% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $187M AUM 11.71% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Wells Fargo's UPSD Position: Q2 2026 in Review

Wells Fargo opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q2 2026: 38 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #6451 among its holdings.

29 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

Wells Fargo held 38 shares of Aptus Large Cap Upside ETF worth $1.07K as of Q2 2026.
Aptus Large Cap Upside ETF was a new Wells Fargo position in Q2 2026.
Aptus Large Cap Upside ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6451 holding.
29 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.