CAPTRUST Financial Advisors
TSPY icon

CAPTRUST Financial Advisors’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$368K Buy
+14,500
New +$369K ﹤0.01% 2483

Other funds holding TSPY

Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Milestone Asset Management Group
Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CAPTRUST Financial Advisors's TSPY Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q3 2026: 14,500 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #2483 among its holdings.

22 funds tracked by Wall St. Rank hold TSPY as of Q3 2026.

  • CAPTRUST Financial Advisors held 14,500 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $368K as of Q3 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2483 holding.
  • 22 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.