Aptus Large Cap Upside ETF (UPSD)

• Market cap: $77.2M
• 1 day: -0.60%
• 5 days: -0.68%
• 1 month: 3.48%
• 3 months: 13.99%
• 6 months: 4.66%
• Year to date: 3.44%
• 1 year: -2.06%
• 5 years: -2.06%
• 10 years: -2.06%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

549% more capital invested

Capital invested by funds: $9.06M [Q4 2024] → $58.8M (+$49.7M) [Q1 2025]

300% more funds holding

Funds holding: 4 [Q4 2024] → 16 (+12) [Q1 2025]

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

88.59% more ownership

Funds ownership: 48.57% [Q4 2024] → 137.16% (+88.59%) [Q1 2025]