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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

Yes. Aptus Capital Advisors holds 2,055,698 shares of UPSD (Aptus Large Cap Upside ETF), worth $58M, as of its Q2 2026 13F filing. It increased the position by 140,753 shares (+7.4%) from Q1 2026. Aptus Capital Advisors has held UPSD since Q1 2025, across 6 quarterly 13F filings. UPSD is 0.4% of Aptus Capital Advisors' reported 13F 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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