WS
UPSD

Wilian Securities’s Aptus Large Cap Upside ETF UPSD Stock Holding History

Wilian Securities’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 		$4.18M Buy
+148,361
New +$4.08M 2.47% 9
2026
Q1 		– Sell
-47,464
Closed -$1.27M – 101
2025
Q4 		$1.27M Buy
+47,464
New +$1.26M 1.37% 20

Other funds holding UPSD

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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 $280M AUM 16.93% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Wilian Securities's UPSD Position: Q2 2026 in Review

Wilian Securities opened a new position in Aptus Large Cap Upside ETF (UPSD) in Q2 2026: 148,361 shares worth $4.18M. The stake represents 2.47% of the portfolio and ranks #9 among its holdings. This is a return to the name: Wilian Securities previously reported a position in UPSD as recently as Q4 2025.

Wilian Securities first reported a position in UPSD in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold UPSD as of Q2 2026.

  • Wilian Securities held 148,361 shares of Aptus Large Cap Upside ETF worth $4.18M as of Q2 2026.
  • Aptus Large Cap Upside ETF was a new Wilian Securities position in Q2 2026.
  • Aptus Large Cap Upside ETF made up 2.47% of Wilian Securities's portfolio in Q2 2026, its #9 holding.
  • Wilian Securities first reported a position in Aptus Large Cap Upside ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Aptus Large Cap Upside ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.