Aptus Large Cap Upside ETF (UPSD)

• Market cap: $89.4M
• 1 day: -0.27%
• 5 days: 0.42%
• 1 month: 2.19%
• 3 months: 8.97%
• 6 months: 11.82%
• Year to date: 9.38%
• 1 year: 3.57%
• 5 years: 3.57%
• 10 years: 3.57%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

77% more capital invested

Capital invested by funds: $58.8M [Q1] → $104M (+$45.4M) [Q2]

19% more funds holding

Funds holding: 16 [Q1] → 19 (+3) [Q2]

2.36% less ownership

Funds ownership: 137.16% [Q1] → 134.8% (-2.36%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]