BATS:UPSD Aptus Large Cap Upside ETF (UPSD) Price, Holdings, & News $30.67 +0.08 (+0.26%) As of 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock About Aptus Large Cap Upside ETF (BATS:UPSD) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get UPSD alerts:Sign Up Key Stats Today's Range$30.59▼$30.6850-Day Range$27.26▼$30.6752-Week Range$24.61▼$30.68Volume11,222 shsAverage Volume14,789 shsMarket Capitalization$96.00 millionAssets Under Management$123.17 millionDividend Yield0.33%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%0.57%0.59%0.53%Other Expenses0.00%0.28%0.53%0.49%0.54%Total Expense0.79%0.64%0.75%0.72%0.73%Fee Waiver0.00%-0.27%-0.67%-0.54%-0.68%Net Expense0.79%0.61%0.63%0.65%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. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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Since then, UPSD stock has increased by 14.5% and is now trading at $30.67. 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 Previous SymbolNYSEARCA:UPSD WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings103 Fund Statistics Assets Under Management$123.17 million Average Daily Volume$0.00 Discount/Premium-0.01% 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 Don't Wait for the OpenAI IPOThe AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.Get This Free Report Top 10 UPSD HoldingsRCXTSOA6 TRS 052627Holding Weight: 50.85%RCXTSOA6 TRS 090826Holding Weight: 44.67%NVIDIA (NASDAQ:NVDA)Holding Weight: 4.86%Apple (NASDAQ:AAPL)Holding Weight: 4.43%Microsoft (NASDAQ:MSFT)Holding Weight: 3.18%First American Treasury Obligations Fund Class XHolding Weight: 2.21%Amazon.com (NASDAQ:AMZN)Holding Weight: 1.92%Micron Technology (NASDAQ:MU)Holding Weight: 1.75%Alphabet (NASDAQ:GOOGL)Holding Weight: 1.52%Alphabet (NASDAQ:GOOG)Holding Weight: 1.52%Full Holdings DetailsUPSD Sector ExposureUPSD Industry Exposure This page (BATS:UPSD) was last updated on 8/14/2026 by MarketBeat.com Staff. 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