Bank of Montreal

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 Q1	$16.2K	Buy	+700	New	+$17.4K	﹤0.01%	3508

Other funds holding TSPY

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Cloud Capital Management Seattle, Washington $229M AUM 19.91% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Bank of Montreal's TSPY Position: Q1 2026 in Review

Bank of Montreal opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q1 2026: 700 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings.

28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

Bank of Montreal held 700 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $16.2K as of Q1 2026.
TappAlpha S&P 500 Growth & Daily Income ETF was a new Bank of Montreal position in Q1 2026.
TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3508 holding.
28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.