Aptus Large Cap Upside ETF $UPSD Shares Bought by Waterloo Capital L.P.

Waterloo Capital L.P. boosted its position in shares of Aptus Large Cap Upside ETF (NYSEARCA:UPSD) by 25.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 398,055 shares of the company’s stock after buying an additional 80,865 shares during the period. Waterloo Capital L.P. owned 11.21% of Aptus Large Cap Upside ETF worth $10,614,000 at the end of the most recent quarter.

Separately, Park Place Capital Corp increased its position in shares of Aptus Large Cap Upside ETF by 1.8% during the third quarter. Park Place Capital Corp now owns 500,246 shares of the company’s stock worth $13,339,000 after purchasing an additional 8,605 shares in the last quarter.

Aptus Large Cap Upside ETF Stock Performance

Shares of UPSD stock opened at $27.01 on Friday. Aptus Large Cap Upside ETF has a fifty-two week low of $18.91 and a fifty-two week high of $27.58. The stock’s fifty day moving average is $27.02 and its two-hundred day moving average is $26.38. The firm has a market capitalization of $94.54 million, a P/E ratio of 25.68 and a beta of 1.25.

About Aptus Large Cap Upside ETF

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.