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UPSD
6 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ETF SER SOLUTIONS

ENVESTNET ASSET MANAGEMENT INC holds 590,532 shares of UPSD (ETF SER SOLUTIONS), worth $15.1M as of 2026-Q1. This is a new position. UPSD represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$15.1M

Current Shares

590,532

Total Value Change

+$8M

Total Shares Change

+294,034

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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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