Aptus Large Cap Upside ETF (UPSD)

BATS: UPSD · Real-Time Price · USD
26.83
-0.04 (-0.15%)
Apr 28, 2026, 4:00 PM EDT - Market closed
-0.15%
Assets n/a
Expense Ratio 0.79%
PE Ratio 23.94
Shares Out 3.73M
Dividend (ttm) $0.20
Dividend Yield 0.73%
Ex-Dividend Date Mar 30, 2026
Payout Ratio 17.48%
1-Year Return +20.23%
Volume 19,696
Open 26.86
Previous Close 26.87
Day's Range 26.83 - 26.88
52-Week Low 22.08
52-Week High 28.27
Beta n/a
Holdings 106
Inception Date Nov 20, 2024

About UPSD

Fund Home Page

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.

Asset Class Equity
Region North America
Stock Exchange BATS
Ticker Symbol UPSD

Top 10 Holdings

123.08% of assets
Name Symbol Weight
RCXTSOA6 TRS 090826 n/a 51.13%
RCXTSOA6 TRS 052627 n/a 49.24%
NVIDIA Corporation NVDA 5.31%
Apple Inc. AAPL 4.99%
Microsoft Corporation MSFT 3.89%
Amazon.com, Inc. AMZN 2.33%
Alphabet Inc. GOOGL 1.60%
Alphabet Inc. GOOG 1.60%
Cboe Global Markets, Inc. CBOE 1.53%
Welltower Inc. WELL 1.45%
View More Holdings

Dividends

Ex-Dividend Amount Pay Date
Mar 30, 2026 $0.06008 Mar 31, 2026
Dec 30, 2025 $0.04664 Dec 31, 2025
Sep 29, 2025 $0.0455 Sep 30, 2025
Jun 27, 2025 $0.04391 Jun 30, 2025
Mar 28, 2025 $0.04268 Mar 31, 2025
Dec 30, 2024 $0.01423 Dec 31, 2024
Full Dividend History

News

There is no news available yet.