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UPUPSD
7 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in APTUS LARGE CAP UPSIDE ETF

ENVESTNET ASSET MANAGEMENT INC holds 658,604 shares of UPSD (APTUS LARGE CAP UPSIDE ETF), worth $18.6M as of 2026-Q2. The position was increased (+11.5% shares). UPSD represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$18.6M

Current Shares

658,604

Total Value Change

+$11.5M

Total Shares Change

+362,106

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
658,604
+11.5%
$18.6M0.0%$28.20
32
2026-Q1
New
590,532
-
$15.1M0.0%$27.82
39
2025-Q4
Exited
0
-100.0%
$00.0%$27.06
0
2025-Q3
Increased
526,164
+1.0%
$14M0.0%$26.40
28
2025-Q2
Increased
520,932
+35.1%
$12.9M0.0%$24.37
36
2025-Q1
Increased
385,654
+30.1%
$8.9M0.0%$22.72
35
2024-Q4
New
296,498
-
$7.1M0.0%$23.99
38

Other major holders of UPSD: Aptus Capital Advisors, LLC

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