UPSD — ETF SER SOLUTIONS
As of Q2 2026, 1 SEC-registered investment managers reported holding UPSD (ETF SER SOLUTIONS) in their latest 13F filings, with a combined reported value of $1.07K across 38 shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 38 | $1.07K | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 162 | $4.34K | 0.00% | New |
New Positions (Q2 2026)
- Wells Fargo & Co 38 sh · $1.07K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 2 funds)
| Fund | Q2 2026 | Q4 2025 |
|---|---|---|
| Wells Fargo & Co | 38 | — |
| UBS Group AG | — | 162 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details