BATS:UPSD Aptus Large Cap Upside ETF (UPSD) Price, Holdings, & News $28.43 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy 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$28.40▼$28.5150-Day Range$24.77▼$28.4352-Week Range$23.13▼$28.51Volume9,766 shsAverage Volume15,762 shsMarket Capitalization$88.99 millionAssets Under Management$109.59 millionDividend Yield0.35%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%0.27%0.55%0.45%0.55%Total Expense0.79%0.65%0.76%0.72%0.73%Fee Waiver0.00%-0.23%-0.64%-0.40%-0.62%Net Expense0.79%0.62%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 6.2% and is now trading at $28.43. Who are Aptus Large Cap Upside ETF's major shareholders? Aptus Large Cap Upside ETF's top institutional shareholders include Princeton Global Asset Management LLC (0.04%). 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 Holdings211 Fund Statistics Assets Under Management$109.59 million Average Daily Volume$0.00 Discount/Premium0.00% 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 The Best Nuclear Energy Stocks to BuyNuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.Get This Free Report Top 10 UPSD HoldingsRCXTSOA6 TRS 052627Holding Weight: 49.91%RCXTSOA6 TRS 090826Holding Weight: 47.91%NVIDIA (NASDAQ:NVDA)Holding Weight: 5.37%Apple (NASDAQ:AAPL)Holding Weight: 5.09%Microsoft (NASDAQ:MSFT)Holding Weight: 3.12%Amazon.com (NASDAQ:AMZN)Holding Weight: 2.15%Cboe Global Markets (BATS:CBOE)Holding Weight: 1.91%Alphabet (NASDAQ:GOOGL)Holding Weight: 1.90%Alphabet (NASDAQ:GOOG)Holding Weight: 1.87%First American Treasury Obligations FundHolding Weight: 1.84%Full Holdings DetailsUPSD Sector ExposureUPSD Industry Exposure This page (BATS:UPSD) was last updated on 5/26/2026 by MarketBeat.com Staff. From Our PartnersHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. 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