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UPSD
Aptus Large Cap Upside ETF
UPSD
UPSD
30.48
USD
-0.24
0.78%
At close
Updated
Sep 4, 2:47 PM EDT
Pre-market
After hours
1 day
-0.78%
5 days
0.79%
1 month
1.43%
3 months
7.17%
6 months
8.9%
Year to date
13.99%
1 year
18.05%
5 years
20.9%
10 years
20.9%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
PGAM
26
Princeton Global Asset Management
Princeton,
New Jersey
| $31.9K | – | – | – |
|
| 27 |
IWC
27
Integrated Wealth Concepts
Waltham,
Massachusetts
| $14.1K | +$13.7K | +500 | New |
|
| 28 |
FFA
28
Farther Finance Advisors
San Francisco,
California
| $8.88K | -$27.5K | -1,000 | -76% |
|
| 29 |
29
Wells Fargo
San Francisco,
California
| $1.07K | +$1.04K | +38 | New |
|
| 30 |
OSAM
30
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $197 | – | – | – |
|
| 31 |
UWP
31
Uniting Wealth Partners
Mission,
Kansas
| – | -$6.78M | -265,111 | Closed |
|