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UPUPSD
6 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in APTUS LARGE CAP UPSIDE ETF

Aptus Capital Advisors, LLC holds 2.1M shares of UPSD (APTUS LARGE CAP UPSIDE ETF), worth $58M as of 2026-Q2. The position was increased (+7.3% shares). UPSD represents 0.4% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$58M

Current Shares

2.1M

Total Value Change

+$38.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+7.3%
$58M0.4%$28.20
38
2026-Q1
Decreased
1.9M
-3.9%
$48.8M0.4%$27.82
0
2025-Q4
Increased
2M
+11.6%
$53.4M0.4%$27.06
39
2025-Q3
Increased
1.8M
+1.7%
$47.6M0.3%$26.40
35
2025-Q2
Increased
1.8M
+109.8%
$43.4M0.4%$24.37
56
2025-Q1
New
837,537
-
$19.4M0.2%$22.72
47

Other major holders of UPSD: ENVESTNET ASSET MANAGEMENT INC

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