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UPSD ETF SER SOLUTIONS

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APTUS LRG CAP UP (fund)

17 managers (17 13F filers) reported a position in UPSD shares at 2025-03-31, 2,537,475 shares in all. 13 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
13
Added
2
Reduced
1
Sold out
1
Shares held by filers
2,537,475

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC837,537$19.4M0.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC385,654$8.93M<0.01%+89,15613F-HRTimelineGroup
Park Place Capital Corp373,096$8.64M2.34%new13F-HRTimeline
Waterloo Capital, L.P.244,945$5.67M0.53%new13F-HRTimeline
Uniting Wealth Partners, LLC134,059$3.1M1.56%new13F-HRTimeline
Signal Advisors Wealth, LLC127,304$2.95M0.29%new13F-HRTimeline
RENASANT BANK102,578$2.38M1.57%new13F-HRTimeline
MBE Wealth Management, LLC74,693$1.73M0.83%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC65,478$1.52M0.87%new13F-HRTimeline
Cushing Capital Partners, LLC59,888$1.39M1.25%+42,44713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,674$849K<0.01%-13,91413F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED29,459$673K0.06%new13F-HR/ATimeline
Lord & Richards Wealth Management, LLC23,154$536K0.61%new13F-HRTimeline
Advisory Services Network, LLC15,169$351K0.01%new13F-HRTimeline
Atria Investments, Inc14,870$344K<0.01%new13F-HRTimeline
Talon Private Wealth, LLC12,917$299K0.04%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.