UPSD β€” ETF SER SOLUTIONS

Ownership history in ONE PLUS ONE WEALTH MANAGEMENT, LLC  Β·  3 quarters on record

AI Ownership Summary

ONE PLUS ONE WEALTH MANAGEMENT, LLC reported ETF SER SOLUTIONS (UPSD) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.37% in 2025 Q2. The latest visible filing shows UPSD at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ONE PLUS ONE WEALTH MANAGEMENT, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UPSD was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ONE PLUS ONE WEALTH MANAGEMENT, LLC held UPSD β€” position size vs. price
% of Fund (quarterly)    UPSD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,854 +17 +0.1% 0.34% $746K 2026-02-14 (Est.) $27.29
2025 Q3 ADDED 27,837 +625 +2.3% 0.36% $742K 2025-10-16 $25.87
2025 Q2 INITIATED 27,212 β€” β€” 0.37% $673K 2025-07-16 $24.57

FAQ About ONE PLUS ONE WEALTH MANAGEMENT, LLC and UPSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ONE PLUS ONE WEALTH MANAGEMENT, LLC reported owning UPSD?

ONE PLUS ONE WEALTH MANAGEMENT, LLC reported UPSD across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported UPSD position in ONE PLUS ONE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for UPSD was 0.37% in 2025 Q2.

What is the latest reported UPSD position on this page?

The most recent filing on this page is 2025 Q4, when ONE PLUS ONE WEALTH MANAGEMENT, LLC reported 27,854 shares, equal to 0.34% of portfolio, with an estimated market value of $746K.

What does the chart on this UPSD ownership page compare?

The chart compares ONE PLUS ONE WEALTH MANAGEMENT, LLC's quarterly UPSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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