Aptus Large Cap Upside ETF
UPSD
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.Company Description
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 615 East Michigan Street Milwaukee WI United States of America 53202
- IPO Date
- Nov 21, 2024
- CIK
- 0001539639
- Website
- aptusetfs.com
- Similar Companies
- Business
- Aptus Large Cap Upside ETF is an actively managed exchange-traded fund that seeks to generate total returns exceeding those of the S&P 500 Index by targeting greater than 100% market participation during favorable equity-market trends and less than 100% participation during downturns. The fund invests primarily in equity securities of large-capitalization U.S. companies, with at least 80% of net assets, plus borrowings for investment purposes, normally allocated to such securities; it also uses individual equities selected through quality, value and growth screens; S&P 500-linked equity futures and total return swaps; equity and index put options and put spreads, including FLEX Options; and U.S. Treasury bills and other cash collateral instruments. UPSD applies a systematic trading strategy to dynamically adjust market exposure, may write S&P 500 put options to collect premiums in favorable conditions, and uses Treasury bills to support collateral requirements for its derivatives positions. The non-diversified fund is managed by Aptus Capital Advisors LLC and is offered as a series of ETF Series Solutions; shares trade on the Cboe BZX Exchange under the ticker UPSD and are distributed by Quasar Distributors. Launched on November 20, 2024, the fund is advised from Aptus Capital Advisors’ headquarters in Fairhope, Alabama, and targets U.S. investors seeking a risk-managed large-cap equity allocation. The portfolio management team includes JD Gardner, Mark Callahan, Brad Rapking and Brian Jacobs. Recent developments include the fund’s August 31, 2025 prospectus update, which formalized its operating history and continued its stated active large-cap equity and derivatives strategy, and the ongoing expansion of Aptus Capital Advisors’ adviser-solutions and technology organization through the September 2026 appointments of Joshua Lucas, Tom Winkler and John Davenport.