Bank of Montreal
TSPY

Bank of Montreal’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Bank of Montreal’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 		$17.7K Hold
700
– – ﹤0.01% 3605
2026
Q1 		$16.2K Buy
+700
New +$17.4K ﹤0.01% 3508

Other funds holding TSPY

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
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

Bank of Montreal's TSPY Position: Q2 2026 in Review

Bank of Montreal held its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) position steady in Q2 2026 at 700 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Bank of Montreal 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.

  • Bank of Montreal held 700 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $17.7K as of Q2 2026.
  • Bank of Montreal left its TappAlpha S&P 500 Growth & Daily Income ETF share count unchanged in Q2 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3605 holding.
  • Bank of Montreal 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 Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.