ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD)

Historical Holders from Q4 2024 to Q1 2025

Symbol: UPSD
CUSIP: 26922B444
Type / Class: Equity / APTUS LRG CAP UP
All holders as of December 31, 2024: Q4 2024
Shares, excl. options: 379K
Holdings value: $9.06M
% of all portfolios: 0%
Grand Portfolio weight change: +0%
Number of holders: 4
Number of buys: 3
Average Value change %: +0%
Average buys %: +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	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q1	187K	$4.34M	+$3.93M			$23.16	2
2024 Q4	379K	$9.06M	+$8.64M			$23.90	4