Aptus Large Cap Upside ETF

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About UPSD

UPSD 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. 

Category
Large Blend
CategoryLarge Blend
Number of holdings
106
Number of holdings106
Inception Date
Nov 20, 2024
Inception DateNov 20, 2024

What's in this fund

Sectors

As of March 12, 2026
Technology22.47%
Consumer Defensive15.16%
Healthcare13.99%
Financial Services11.04%
Communication Services9.33%
Industrials8.31%
Consumer Cyclical6.48%
Energy4.24%
Utilities3.56%
Real Estate2.89%
Basic Materials2.53%

Top 10 Holdings (122.81% of total assets)

As of March 12, 2026
NameSymbol% Assets
RCXTSOA6 TRS 09082651.85%
RCXTSOA6 TRS 05262749.93%
AppleAAPL4.73%
NVIDIANVDA4.69%
MicrosoftMSFT3.69%
AmazonAMZN1.86%
CME GroupCME1.57%
McKessonMCK1.56%
Cboe Global Markets IncCBOE (BATS)1.46%
Johnson & JohnsonJNJ1.47%

UPSD Key Statistics

AUM
96.94M
AUM96.94M
Price-Earnings ratio
25.42
Price-Earnings ratio25.42
30-Day yield
0.58
30-Day yield0.58
Average volume
13.30K
Average volume13.30K
High today
$27.10
High today$27.10
Low today
$26.56
Low today$26.56
Open price
$27.06
Open price$27.06
Volume
15.07K
Volume15.07K
52 Week high
$28.27
52 Week high$28.27
52 Week low
$18.91
52 Week low$18.91
Expense ratio
0.79
Expense ratio0.79

Stock Snapshot

With a market cap of 96.94M, Aptus Large Cap Upside ETF(UPSD) trades at $26.64. The stock has a price-to-earnings ratio of 25.42 and currently yields dividends of 1.3%.

As of 2026-03-15, Aptus Large Cap Upside ETF(UPSD) stock has fluctuated between $26.56 and $27.10. The current price stands at $26.64, placing the stock +0.3% above today's low and -1.7% off the high.

Aptus Large Cap Upside ETF(UPSD) shares are trading with a volume of 15.07K, against a daily average of 13.3K.

In the last year, Aptus Large Cap Upside ETF(UPSD) shares hit a 52-week high of $28.27 and a 52-week low of $18.91.

In the last year, Aptus Large Cap Upside ETF(UPSD) shares hit a 52-week high of $28.27 and a 52-week low of $18.91.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.