UPSD ETF SER SOLUTIONS
FollowAPTUS LRG CAP UP (fund)
5 managers (5 13F filers) reported a position in UPSD shares at 2024-12-31, 378,822 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 4
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 378,822
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 296,498 | $7.09M | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 50,588 | $1.21M | <0.01% | new | 13F-HRTimelineGroup |
| Cushing Capital Partners, LLC | 17,441 | $417K | 0.4% | 13F-HRTimeline | |
| StoneX Group Inc.in group StoneX Group Inc. | 14,295 | $342K | 0.02% | new | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |