EverSource Wealth Advisors’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

EverSource Wealth Advisors’s Portfolio TDAQ Stock Details TDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.5K	Buy	+2,000	New	+$53.9K	﹤0.01%	1749

Other funds holding TDAQ

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

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

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

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

Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

EverSource Wealth Advisors's TDAQ Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q3 2026: 2,000 shares worth $54.5K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings.

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

EverSource Wealth Advisors held 2,000 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $54.5K as of Q3 2026.
TappAlpha Innovation 100 Growth & Daily Income ETF was a new EverSource Wealth Advisors position in Q3 2026.
TappAlpha Innovation 100 Growth & Daily Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1749 holding.
10 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.