BATS:UPSD

Aptus Large Cap Upside ETF

$ 24.7467 -0.1933 ( -0.78%) 03:51 PM EST
PE Ratio:
26.28
PB Ratio:
7.1
Volume:
5.82K
Dividend Yield %:
0.54
Last Holding update 2025-06-29 100 Stocks (8 new)
Value $41.00 Mil Turnover 38 %
Top Holdings: MSFT(4.59%) AAPL(4.56%) NVDA(4.16%) AMZN(2.11%) COR(1.58%)
Portfolio Report
Registrant: Aptus Large Cap Upside ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Aptus Large Cap Upside ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Aptus Large Cap Upside ETF Key Statistics

Name Value
Day's Open ($) 24.8585
Day's Range ($) 24.66 - 24.8769
Day's Volume 5,817
52-Week Range ($) 18.91 - 25.63
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility -
14-Day RSI 68.72
14-Day ATR ($) 0.25729
20-Day SMA ($) 24.111

Fundamental Data

Name Value
Market Cap (Mil $) 77.333
Shares Outstanding (Mil) 3.13
PE Ratio 26.28
PE Ratio (10y Range) 18.34 - 26.39
PE Ratio (10y Median) 26.28
PB Ratio 7.1
PB Ratio (10y Range) 7.1 - 10.99
PB Ratio (10y Median) 7.1

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.134
Dividend Yield % 0.54
Dividend Yield % (10y Range) 0.22 - 0.57
Dividend Yield % (10y Median) 0.48
Next Dividend Payment Date
Dividend Frequency Quarterly

UPSD Aptus Large Cap Upside ETF Fundamental Charts

Historical TTM Price-to-Earnings for UPSD Aptus Large Cap Upside ETF

Historical TTM Price-to-Earnings without NRI for UPSD Aptus Large Cap Upside ETF

Historical Price-to-Book Ratio for UPSD Aptus Large Cap Upside ETF

Historical Dividend Yields for UPSD Aptus Large Cap Upside ETF

Aptus Large Cap Upside ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with BATS:UPSD

No Available Data

BATS:UPSD is held by these investors

No Available Data
Aptus Large Cap Upside ETF Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
4,811
1,901.6
+45.79%
4.590
+1.44%
0.000
+39.34%
+18.54%
3,699,325.7
Software
AAPL
Apple Inc
8,907
1,892.7
+43.66%
4.560
+1.39%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
NVDA
NVIDIA Corp
15,842
1,725.5
+48.75%
4.160
+1.36%
0.000
+62.08%
+17.85%
3,859,087.0
Semiconductors
AMZN
Amazon.com Inc
4,735
873.2
+75.37%
2.110
+0.91%
0.000
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
COR
Cencora Inc
2,235
654.1
+14.62%
1.580
+0.20%
0.000
+10.39%
+35.20%
58,631.6
Medical Distribution
LNG
Cheniere Energy Inc
2,676
618.5
+72.65%
1.490
+0.63%
0.000
+18.23%
+11.51%
52,909.1
Oil & Gas
CL
Colgate-Palmolive Co
6,421
592.0
+35.18%
1.430
+0.37%
0.000
+5.23%
+3.82%
75,636.5
Consumer Packaged Goods
KO
Coca-Cola Co
8,154
591.6
+75.35%
1.430
+0.61%
0.000
+4.60%
+15.71%
305,646.0
Beverages - Non-Alcoholic
LMT
Lockheed Martin Corp
1,234
589.5
+45.18%
1.420
+0.44%
0.000
+9.63%
-2.09%
109,898.9
Aerospace & Defense
VRSK
Verisk Analytics Inc
1,979
586.6
+36.48%
1.410
+0.38%
0.000
+10.98%
+12.22%
43,108.1
Business Services

Aptus Large Cap Upside ETF's Historical Top Holdings Breakdowns

Aptus Large Cap Upside ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-04-30
Add
Add
+1.44%
●
354.56 ($391.17) 416.13
$497.72
27.24%
Add 45.79%
4,811
1,511
AAPL
Apple Inc
2025-04-30
Add
Add
+1.39%
●
172.42 ($220.47) 247.1
$209.95
-4.77%
Add 43.66%
8,907
2,707
NVDA
NVIDIA Corp
2025-04-30
Add
Add
+1.36%
●
94.31 ($116.53) 140.11
$158.24
35.79%
Add 48.75%
15,842
5,192
SPOT
Spotify Technology SA
2025-04-30
New Buy
New Buy
+1.19%
●
489.24 ($582.55) 648.32
$736.29
26.39%
New holding
807
807
IT
Gartner Inc
2025-04-30
Sold Out
Sold Out
-1.16%
●
377.5 ($456.83) 547.8
$399.73
-12.50%
Sold Out
0
-600
T
AT&T Inc
2025-04-30
New Buy
New Buy
+0.97%
●
23.73 ($26.6) 28.6
$28.41
6.80%
New holding
14,574
14,574
AMZN
Amazon.com Inc
2025-04-30
Add
Add
+0.91%
●
167.32 ($201.66) 242.06
$223.47
10.82%
Add 75.37%
4,735
2,035
PM
Philip Morris International Inc
2025-04-30
New Buy
New Buy
+0.86%
●
130.2 ($153.72) 171.36
$181.20
17.88%
New holding
2,071
2,071
CRWD
CrowdStrike Holdings Inc
2025-04-30
Sold Out
Sold Out
-0.85%
●
308.86 ($384.2) 455.36
$505.46
31.56%
Sold Out
0
-600
AMGN
Amgen Inc
2025-04-30
Sold Out
Sold Out
-0.76%
●
273.68 ($300.32) 327.36
$292.95
-2.45%
Sold Out
0
-750

Aptus Large Cap Upside ETF Total Holding History ($B)

To

Aptus Large Cap Upside ETF's Asset Allocation

To

Aptus Large Cap Upside ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aptus Large Cap Upside ETF's Hypothetical Growth since 2025-04-30

Aptus Large Cap Upside ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Aptus Large Cap Upside ETF's Holdings Heat Map

Size field:

Aptus Large Cap Upside ETF's Holdings Bubble Chart

Aptus Large Cap Upside ETF News

  • 1

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