BATS:UPSD Aptus Large Cap Upside ETF (UPSD) Price, Holdings, & News $24.69 -0.15 (-0.60%) As of 07/11/2025 Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsRatingsBuy This Stock About Aptus Large Cap Upside ETF (BATS:UPSD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get UPSD alerts:Sign Up Key Stats Today's Range$24.67▼$24.7450-Day Range$22.81▼$24.9452-Week Range N/AVolume9,620 shsAverage VolumeN/AMarket Capitalization$77.28 millionAssets Under Management$80.01 millionDividend Yield0.41%Net Expense Ratio0.79%Aggregate RatingModerate Buy ETF Overview The Aptus Large Cap Upside ETF (UPSD) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed portfolio of large-cap US companies selected for their quality, value, and growth characteristics. It seeks enhanced total returns by layering additional return drivers. UPSD was launched on Nov 20, 2024 and is issued by Aptus Capital Advisors. Read More Aptus Large Cap Upside ETF ExpensesTypeUPSDLarge Cap ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.79%0.58%0.56%0.57%0.53%Other Expenses0.00%0.27%0.56%0.48%0.56%Total Expense0.79%0.65%0.76%0.71%0.73%Fee Waiver0.00%-0.23%-0.66%-0.46%-0.63%Net Expense0.79%0.62%0.63%0.64%0.60% Receive UPSD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Aptus Large Cap Upside ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address UPSD ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com UPSD ETF - Frequently Asked Questions How have UPSD shares performed this year? Aptus Large Cap Upside ETF's stock was trading at $23.9036 at the beginning of 2025. Since then, UPSD shares have increased by 3.3% and is now trading at $24.69. How do I buy shares of Aptus Large Cap Upside ETF? Shares of UPSD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Fund Details IssuerAptus Capital Advisors Fund NameAptus Large Cap Upside ETF Tax ClassificationRegulated Investment Company Stock ExchangeBATSCurrent SymbolBATS:UPSD Inception Date11/20/2024 Fund ManagerJohn Gardner, Mark Callahan, Brad Rapking, Brian Jacobs WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings213 Fund Statistics Assets Under Management$80.01 million Average Daily Volume$0.00 Discount/Premium0.03% Administrator, Advisor and Custodian AdministratorU.S. Bancorp Fund Services, LLC AdvisorAptus Capital Advisors, LLC CustodianU.S. Bank, N.A. DistributorQuasar Distributors, LLC Transfer AgentU.S. Bancorp Fund Services, LLC TrusteeN/A Lead Market MakerJane Street Miscellaneous Outstanding Shares3,130,000BetaN/A Creation Unit25,000 Creation Fee$300.00 2025 Gold Forecast: A Perfect Storm for DemandUnlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.Get This Free Report Top 10 UPSD HoldingsRCXTSOA6 TRS 090826Holding Weight: 56.85%RCXTSOA6 TRS 012626Holding Weight: 39.06%Microsoft (NASDAQ:MSFT)Holding Weight: 5.12%NVIDIA (NASDAQ:NVDA)Holding Weight: 4.99%United States Treasury Bills 0%Holding Weight: 4.91%Apple (NASDAQ:AAPL)Holding Weight: 4.34%First American Treasury Obligations FundHolding Weight: 2.95%Amazon.com (NASDAQ:AMZN)Holding Weight: 2.15%Cencora (NYSE:COR)Holding Weight: 1.55%Lockheed Martin (NYSE:LMT)Holding Weight: 1.36%Full Holdings DetailsUPSD Sector ExposureUPSD Industry Exposure This page (BATS:UPSD) was last updated on 7/14/2025 by MarketBeat.com Staff From Our PartnersYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...Priority Gold | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredA new rule goes live in July — and the banks are quietly cashing inA major change is quietly going into effect this July — and Wall Street is already positioning for it. Big ...American Alternative | Sponsored3..2..1.. AI 2.0 ignition (don’t sleep on this)I just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredCentral Banks Are Hoarding Gold – Should You?The AI boom isn’t just transforming technology—it’s redefining global power, increasing government debt, and u...Lear Capital | SponsoredHedge fund legend humiliates Bitcoin tradersLarry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...Brownstone Research | SponsoredSpecial gold investment soars 2,300% ... 5,090% ... 9,850%In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...Weiss Ratings | SponsoredCrypto Is Pumping Again – Now Comes the Real OpportunityThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Aptus Large Cap Upside ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Aptus Large Cap Upside ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free UPSD Stock Alerts