UPSD
Aptus Large Cap Upside ETF
UPSD
Closed
$28.68
Closed
-(-)
At close
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About
UPSD was created on 2024-11-20 by Aptus. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 107.83m in AUM and 102 holdings. UPSD 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.
Company
Aptus
Asset class
Equity
Inception date
2024
Investment segment
Large Cap
ISIN
US26922B4445
Website
Key stats
Open
$28.68
Volume
4.58K
AUM
$113.17M
Prev. close
$28.83
Expense ratio
0.79%
P/E
23.45
$28.68
Day’s Range
$28.68
$24.61
52W Range
$28.97
What’s in the fund
12
Total sectors
Information Technology
7.08%
Consumer Staples
5.43%
Financials
4.35%
Industrials
4.25%
Health Care
3.87%
Communication Services
2.40%
Consumer Discretionary
1.75%
Utilities
0.94%
Energy
0.81%
Real Estate
0.75%
Others
68.37%
Returns
Performance
_
Difference
_
Aptus Large Cap Upside ETF
Jun
30
Dividends
The last payment date was Jun 30, 2026
Div. per Share
$0.04
Div. Yield
0.14%
Div. Growth YoY
-34.35%
Get professional financial guidance
Schedule your free first call with a financial advisor on CUSP Wealth
*T&Cs apply