Lord & Richards Wealth Management, LLC
Position in UPSD — Aptus Large Cap Upside ETF
CIK 2045252
HIGHLANDS RANCH, CO
All Filings in UPSD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPSD | $2,768,967 | 108,587 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 UPSD | $2,783,564 | 103,942 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 UPSD | $1,815,830 | 68,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 UPSD | $1,496,208 | 60,519 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 UPSD | $536,266 | 23,154 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||