Regal Investment Advisors LLC
Position in UPSD — Aptus Large Cap Upside ETF
CIK 1559789
KENTWOOD, MI
All Filings in UPSD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPSD | $1,274,796 | 49,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 UPSD | $1,294,357 | 48,333 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||