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

Compass Financial 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 Q3	$501K	Buy	+19,746	New	+$503K	0.05%	290

Other funds holding TSPY

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Essential Investment Partners Englewood, Colorado $148M AUM 27.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Compass Financial Management's TSPY Position: Q3 2026 in Review

Compass Financial Management opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q3 2026: 19,746 shares worth $501K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings.

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

Compass Financial Management held 19,746 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $501K as of Q3 2026.
TappAlpha S&P 500 Growth & Daily Income ETF was a new Compass Financial Management position in Q3 2026.
TappAlpha S&P 500 Growth & Daily Income ETF made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #290 holding.
10 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.