UPBD included in ETFs
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Current ETFs holding UPBD
155 latest ETF portfolios currently report this security. This page shows rows 1–100 of 155.
| ETF | Fund | Weight | Added / first observed | Latest report |
|---|---|---|---|---|
| KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 1.491384% | 2026-03-31 | 2026-03-31 |
| XRT | State Street(R) SPDR(R) S&P(R) Retail ETF | 1.420926% | 2026-03-31 | 2026-03-31 |
| DEEP | Acquirers Small and Micro Deep Value ETF | 1.157077% | 2025-11-30 | 2026-02-28 |
| RETL | Direxion Daily Retail Bull 3X Shares | 1.068869% | 2026-04-30 | 2026-04-30 |
| SIFI | Harbor Ares Systematic Multi-Sector Income ETF | 0.90618% | 2026-04-30 | 2026-04-30 |
| LIVR | Intelligent Alpha Atlas ETF | 0.85% | 2026-03-31 | 2026-03-31 |
| RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.770113% | 2026-04-30 | 2026-04-30 |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 0.660295% | 2024-12-31 | 2026-03-31 |
| GUG | Guggenheim Active Allocation Fund | 0.614111% | 2026-02-27 | 2026-02-27 |
| FYT | First Trust Small Cap Value AlphaDEX Fund | 0.521732% | 2024-10-31 | 2026-04-30 |
| PSCD | Invesco S&P SmallCap Consumer Discretionary ETF | 0.504605% | 2026-02-28 | 2026-02-28 |
| WBIY | WBI Power Factor High Dividend ETF | 0.484921% | 2025-03-31 | 2026-03-31 |
| AOHY | Angel Oak High Yield Opportunities ETF | 0.455036% | 2026-04-30 | 2026-04-30 |
| HIX | Western Asset High Income Fund II Inc. | 0.372439% | 2026-04-30 | 2026-04-30 |
| HIO | Western Asset High Income Opportunity Fund Inc. | 0.360185% | 2026-03-31 | 2026-03-31 |
| EHI | Western Asset Global High Income Fund Inc. | 0.35247% | 2026-02-27 | 2026-02-27 |
| HYI | Western Asset High Yield Opportunity Fund Inc. | 0.347048% | 2026-02-27 | 2026-02-27 |
| RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.345577% | 2026-02-28 | 2026-02-28 |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.345064% | 2026-02-28 | 2026-02-28 |
| ROSC | Hartford Multifactor Small Cap ETF | 0.336776% | 2026-04-30 | 2026-04-30 |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | 0.332984% | 2026-03-31 | 2026-03-31 |
| DSL | DoubleLine Income Solutions Fund | 0.291467% | 2026-03-31 | 2026-03-31 |
| OPTZ | Optimize Strategy Index ETF | 0.282144% | 2026-03-31 | 2026-03-31 |
| SIHY | Harbor Ares Systematic High Yield ETF | 0.274895% | 2026-04-30 | 2026-04-30 |
| DES | WisdomTree U.S. SmallCap Dividend Fund | 0.266881% | 2024-12-31 | 2026-03-31 |
| WDI | Western Asset Diversified Income Fund | 0.264458% | 2026-03-31 | 2026-03-31 |
| EES | WisdomTree U.S. SmallCap Fund | 0.254176% | 2024-12-31 | 2026-03-31 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 0.250505% | 2024-10-31 | 2026-04-30 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.2362% | 2026-04-30 | 2026-04-30 |
| ISMD | Inspire Small/Mid Cap ETF | 0.226129% | 2026-02-28 | 2026-02-28 |
| GOF | Guggenheim Strategic Opportunities Fund | 0.215113% | 2026-02-27 | 2026-02-27 |
| SMDX | Intech S&P Small-Mid Cap Diversified Alpha ETF | 0.204538% | Present before retained history; addition date unavailable | 2026-04-30 |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | 0.2% | 2025-09-30 | 2026-03-31 |
| SIO | Touchstone ETF Trust-Touchstone Strategic Income ETF | 0.199485% | 2026-03-31 | 2026-03-31 |
| BSJT | Invesco BulletShares 2029 High Yield Corporate Bond ETF | 0.178548% | 2026-02-28 | 2026-02-28 |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF | 0.15489% | 2026-04-30 | 2026-04-30 |
| FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.154577% | 2025-09-30 | 2026-03-31 |
| GSSC | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 0.154199% | 2023-02-28 | 2026-02-28 |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | 0.145016% | 2026-04-30 | 2026-04-30 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | 0.14342% | 2026-02-28 | 2026-02-28 |
| VSMVX | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | 0.14342% | 2026-02-28 | 2026-02-28 |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 0.138738% | 2026-02-28 | 2026-02-28 |
| FTKI | First Trust Small Cap BuyWrite Income ETF | 0.138638% | 2026-03-31 | 2026-03-31 |
| HYGV | FlexShares High Yield Value - Scored Bond Index Fund | 0.124116% | 2026-04-30 | 2026-04-30 |
| IJS | iShares S&P Small-Cap 600 Value ETF | 0.121214% | 2023-03-31 | 2026-03-31 |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 0.120651% | 2026-03-31 | 2026-03-31 |
| FESM | Fidelity Enhanced Small Cap ETF | 0.12% | 2026-03-31 | 2026-03-31 |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | 0.119338% | 2026-02-28 | 2026-02-28 |
| ESIX | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF | 0.10663% | 2026-03-31 | 2026-03-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.10659% | 2024-10-31 | 2026-04-30 |
| HYBX | TCW High Yield Bond ETF | 0.106583% | 2026-04-30 | 2026-04-30 |
| MUSE | TCW Multisector Credit Income ETF | 0.100619% | 2026-04-30 | 2026-04-30 |
| IVSS | Applied Finance IVS US SMID ETF | 0.097424% | 2026-03-31 | 2026-03-31 |
| AINP | Allspring Income Plus ETF | 0.094029% | 2026-03-31 | 2026-03-31 |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.093158% | 2026-04-30 | 2026-04-30 |
| APLU | Allspring Core Plus ETF | 0.081079% | 2026-02-28 | 2026-02-28 |
| VMSB | Voya Multi-Sector Income ETF | 0.080174% | 2026-03-31 | 2026-03-31 |
| QVMS | Invesco S&P SmallCap 600 QVM Multi-Factor ETF | 0.078122% | 2026-02-28 | 2026-02-28 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | 0.076404% | 2026-02-28 | 2026-02-28 |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | 0.070811% | 2026-02-28 | 2026-02-28 |
| VSMSX | VANGUARD S&P SMALL-CAP 600 INDEX FUND | 0.070811% | 2026-02-28 | 2026-02-28 |
| XJR | iShares ESG Select Screened S&P Small-Cap ETF | 0.07048% | 2023-03-31 | 2026-03-31 |
| DFSV | Dimensional US Small Cap Value ETF | 0.068466% | 2026-04-30 | 2026-04-30 |
| CARY | Angel Oak Income ETF | 0.066669% | 2026-04-30 | 2026-04-30 |
| VCDAX | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 0.06572% | 2026-02-28 | 2026-02-28 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 0.06572% | 2026-02-28 | 2026-02-28 |
| OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.065232% | 2026-02-28 | 2026-02-28 |
| SPSM | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 0.061866% | 2026-03-31 | 2026-03-31 |
| IJR | iShares Core S&P Small-Cap ETF | 0.061338% | 2023-03-31 | 2026-03-31 |
| GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 0.05922% | 2026-02-27 | 2026-02-27 |
| FLXR | TCW Flexible Income ETF | 0.056397% | 2026-04-30 | 2026-04-30 |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.054408% | 2026-04-30 | 2026-04-30 |
| DFAT | Dimensional U.S. Targeted Value ETF | 0.05358% | 2026-04-30 | 2026-04-30 |
| SPHY | State Street(R) SPDR(R) Portfolio High Yield Bond ETF | 0.053539% | 2026-03-31 | 2026-03-31 |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 0.053433% | 2026-04-30 | 2026-04-30 |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | 0.051652% | 2026-04-30 | 2026-04-30 |
| PSC | Principal U.S. Small-Cap ETF | 0.051035% | 2026-03-31 | 2026-03-31 |
| SAA | ProShares Ultra SmallCap600 | 0.049541% | 2026-02-28 | 2026-02-28 |
| DHS | WisdomTree U.S. High Dividend Fund | 0.049244% | 2024-12-31 | 2026-03-31 |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 0.04905% | 2026-04-30 | 2026-04-30 |
| VRTVX | VANGUARD RUSSELL 2000 VALUE INDEX FUND | 0.049007% | 2026-02-28 | 2026-02-28 |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND | 0.049007% | 2026-02-28 | 2026-02-28 |
| TXS | TEXAS CAPITAL TEXAS EQUITY INDEX ETF | 0.045998% | 2026-03-31 | 2026-03-31 |
| SYFI | AB Short Duration High Yield ETF | 0.044982% | 2026-02-28 | 2026-02-28 |
| IWN | iShares Russell 2000 Value ETF | 0.043339% | 2026-03-31 | 2026-03-31 |
| RESM | Columbia Research Enhanced Small Cap ETF | 0.041244% | 2026-03-31 | 2026-03-31 |
| TSI | TCW STRATEGIC INCOME FUND INC | 0.039083% | 2026-03-31 | 2026-03-31 |
| BKHY | BNY Mellon High Yield ETF | 0.038823% | 2026-04-30 | 2026-04-30 |
| BHYB | Xtrackers USD High Yield BB-B ex Financials ETF | 0.038253% | 2026-02-28 | 2026-02-28 |
| SCYB | Schwab High Yield Bond ETF | 0.037727% | 2026-02-28 | 2026-02-28 |
| VRTIX | VANGUARD RUSSELL 2000 INDEX FUND | 0.036755% | 2026-02-28 | 2026-02-28 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 0.036755% | 2026-02-28 | 2026-02-28 |
| ISCV | iShares Morningstar Small-Cap Value ETF | 0.034007% | 2026-04-30 | 2026-04-30 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | 0.033239% | 2026-04-30 | 2026-04-30 |
| IWM | iShares Russell 2000 ETF | 0.032411% | 2026-03-31 | 2026-03-31 |
| RSSL | Global X Russell 2000 ETF | 0.031546% | 2026-04-30 | 2026-04-30 |
| ITWO | ProShares Russell 2000 High Income ETF | 0.031422% | 2026-02-28 | 2026-02-28 |
| BBHY | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 0.030648% | 2026-02-28 | 2026-02-28 |
| DFAS | Dimensional U.S. Small Cap ETF | 0.026937% | 2026-04-30 | 2026-04-30 |
| SCHA | Schwab U.S. Small-Cap ETF | 0.02615% | 2026-02-28 | 2026-02-28 |