ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD)

Historical Holders from Q4 2024 to Q3 2025

Symbol: UPSD
Type / Class: Equity / APTUS LRG CAP UP
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 4,515,718
Holdings value: $120,412,076
% of all portfolios: 0%
Number of holders: 20
Number of buys: 17
Number of sells: -2
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	4,515,718	$120,412,076	+$8,086,086			$26.67	20
2025 Q2	4,212,472	$104,175,793	+$41,465,392			$24.72	19
2025 Q1	2,537,475	$58,761,281	+$49,976,733			$23.16	16
2024 Q4	378,822	$9,055,210	+$8,638,307			$23.9	4