IWC
TDAQ

Integrated Wealth Concepts’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Integrated Wealth Concepts’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
Q2 		$884K Buy
+31,124
New +$844K ﹤0.01% 1411

Other funds holding TDAQ

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
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
CFML
COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's TDAQ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q2 2026: 31,124 shares worth $884K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

12 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Integrated Wealth Concepts held 31,124 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $884K as of Q2 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1411 holding.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.