AE Wealth Management
TSPY icon

AE Wealth Management’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

AE Wealth Management’s Portfolio TSPY Stock Details TSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.07K Buy
200
+199
+19,900% +$5.01K ﹤0.01% 2470
2026
Q1 		$31 Buy
+1
New +$25 ﹤0.01% 2578

Other funds holding TSPY

Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return

AE Wealth Management's TSPY Position: Q2 2026 in Review

AE Wealth Management increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 19,900% in Q2 2026, buying an estimated $5.01K and bringing the position to 200 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

AE Wealth Management first reported a position in TSPY in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • AE Wealth Management held 200 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $5.07K as of Q2 2026.
  • AE Wealth Management bought 199 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q2 2026, an estimated $5.01K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2470 holding.
  • AE Wealth Management first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.