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O'SHAUGHNESSY ASSET MANAGEMENT, LLCUPUPSD
O'SHAUGHNESSY ASSET MANAGEMENT, LLCUPUPSD5 quarters
Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in APTUS LARGE CAP UPSIDE ETF
Yes. O'Shaughnessy Asset Management holds 7 shares of UPSD (Aptus Large Cap Upside ETF), worth $197, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. O'Shaughnessy Asset Management has held UPSD since Q2 2025, across 5 quarterly 13F filings.
Current Value
$197
Current Shares
7
Total Value Change
+$24
Total Shares Change
0
Quarter-by-Quarter History
Other major holders of UPSD: Aptus Capital Advisors, LLC