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The Fund is an actively managed exchange-traded fund. Under normal circumstances, at least 80% of the Fund's net assets will be invested in equity securities of large cap companies. The Fund considers a large cap company to be a company with a market capitalization that, at the time of purchase, is within with the capitalization range of the S&P 500 Index. The Fund seeks to achieve its objective by investing in individual stocks, equity and index put options and/or put spreads, equity futures, Treasury Bills, and total returns swaps that implement a systematic trading strategy (STS). The Fund will own equity securities that, in the Adviser's view, score well through quality, value, and growth screens, which are constructed using a weighting scheme designed to reduce overall portfolio volatility. The Fund will utilize futures or a total return swap on the S&P 500 Index, as well as collect option premiums on S&P 500 puts during favorable market conditions to capture more equity market upside. Selling (or writing) a put option gives the buyer the right to sell shares of the option's reference asset at a specified price through the expiration date of the option or only at the expiration date . The seller of the put option receives an amount (premium) for selling the option.
Aptus Large Cap Upside ETF trades on the BATS stock market under the symbol UPSD.
As of October 5, 2026, UPSD stock price climbed to $30.46 with 3,653 million shares trading.
UPSD has a market cap of $125.65 million. This is considered a Micro Cap stock.
UPSD has underperformed the market in the last year with a price return of +14.6% while the SPY ETF gained +16.9%. However, in the short term, UPSD had mixed performance relative to the market. It has outperformed in the last 3 months, returning +6.5% vs +4.3% return in SPY. But in the last 2 weeks, UPSD shares have been beat by the market, returning 0.0% compared to an SPY return of +0.2%.
UPSD support price is $29.95 and resistance is $30.45 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that UPSD shares will trade within this expected range on the day.
