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UPUPSD
5 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLCO'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in APTUS LARGE CAP UPSIDE ETF

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 7 shares of UPSD (APTUS LARGE CAP UPSIDE ETF), worth $197 as of 2026-Q2.

Current Value

$197

Current Shares

7

Total Value Change

+$24

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
7
0.0%
$1970.0%$28.20
0
2026-Q1
Unchanged
7
0.0%
$1790.0%$27.82
0
2025-Q4
Unchanged
7
0.0%
$1870.0%$27.06
0
2025-Q3
Unchanged
7
0.0%
$1870.0%$26.40
0
2025-Q2
New
7
-
$1730.0%$24.37
17

Other major holders of UPSD: Aptus Capital Advisors, LLC

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