BATS:UPSD Aptus Large Cap Upside ETF (UPSD) Price, Holdings, & News $27.23 +0.16 (+0.59%) 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$27.19▼$27.3350-Day Range$24.77▼$28.1552-Week Range$22.71▼$28.27Volume16,029 shsAverage Volume16,205 shsMarket Capitalization$85.23 millionAssets Under Management$103.62 millionDividend Yield0.37%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%-0.61%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 shares have increased by 1.7% and is now trading at $27.23. 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 Holdings104 Fund Statistics Assets Under Management$103.62 million Average Daily Volume$0.00 Discount/Premium-0.02% 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 5G Stocks: The Path Forward is ProfitableClick the link to see MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Top 10 UPSD HoldingsRCXTSOA6 TRS 090826Holding Weight: 51.17%RCXTSOA6 TRS 052627Holding Weight: 49.28%NVIDIA (NASDAQ:NVDA)Holding Weight: 5.11%Apple (NASDAQ:AAPL)Holding Weight: 5.05%Microsoft (NASDAQ:MSFT)Holding Weight: 3.82%Amazon.com (NASDAQ:AMZN)Holding Weight: 2.26%Alphabet (NASDAQ:GOOGL)Holding Weight: 1.58%Alphabet (NASDAQ:GOOG)Holding Weight: 1.58%Cboe Global Markets (BATS:CBOE)Holding Weight: 1.51%Welltower (NYSE:WELL)Holding Weight: 1.45%Full Holdings DetailsUPSD Sector ExposureUPSD Industry Exposure This page (BATS:UPSD) was last updated on 5/5/2026 by MarketBeat.com Staff. 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