BATS:UPSD Aptus Large Cap Upside ETF (UPSD) Price, Holdings, & News $25.39 -0.17 (-0.66%) As of 08/21/2025 Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsRatingsBuy This Stock About Aptus Large Cap Upside ETF (BATS:UPSD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get UPSD alerts:Sign Up Key Stats Today's Range$25.32▼$25.5050-Day Range$23.60▼$25.6552-Week Range N/AVolume6,654 shsAverage VolumeN/AMarket Capitalization$79.47 millionAssets Under Management$84.42 millionDividend Yield0.39%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%0.56%0.57%0.53%Other Expenses0.00%0.27%0.56%0.48%0.56%Total Expense0.79%0.65%0.76%0.71%0.73%Fee Waiver0.00%-0.23%-0.66%-0.46%-0.63%Net Expense0.79%0.62%0.63%0.64%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. Email Address UPSD ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com UPSD ETF - Frequently Asked Questions How have UPSD shares performed this year? Aptus Large Cap Upside ETF's stock was trading at $23.9036 at the beginning of 2025. Since then, UPSD shares have increased by 6.2% and is now trading at $25.39. 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 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$84.42 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 High-Yield Dividend Stocks for 2025Discover the 10 Best High-Yield Dividend Stocks for 2025 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.Get This Free Report Top 10 UPSD HoldingsRCXTSOA6 TRS 090826Holding Weight: 63.57%RCXTSOA6 TRS 012626Holding Weight: 37.20%NVIDIA (NASDAQ:NVDA)Holding Weight: 6.06%Microsoft (NASDAQ:MSFT)Holding Weight: 5.80%Apple (NASDAQ:AAPL)Holding Weight: 4.54%First American Treasury Obligations FundHolding Weight: 3.33%Amazon.com (NASDAQ:AMZN)Holding Weight: 2.39%Cencora (NYSE:COR)Holding Weight: 1.57%Cboe Global Markets (NASDAQ:CBOE)Holding Weight: 1.32%CME Group (NASDAQ:CME)Holding Weight: 1.29%Full Holdings DetailsUPSD Sector ExposureUPSD Industry Exposure This page (BATS:UPSD) was last updated on 8/22/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredEveryone’s watching Nvidia right now. 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