JMBA
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J. M. Brown & Associates’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

J. M. Brown & Associates’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 		$1.06M Buy
41,756
+24,990
+149% +$636K 0.61% 40
2026
Q2 		$425K Buy
+16,766
New +$422K 0.24% 115

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
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
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
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

J. M. Brown & Associates's TSPY Position: Q3 2026 in Review

J. M. Brown & Associates increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 149% in Q3 2026, buying an estimated $636K and bringing the position to 41,756 shares worth $1.06M. The position accounts for 0.61% of the portfolio, ranked #40.

J. M. Brown & Associates first reported a position in TSPY in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold TSPY as of Q3 2026.

  • J. M. Brown & Associates held 41,756 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $1.06M as of Q3 2026.
  • J. M. Brown & Associates bought 24,990 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q3 2026, an estimated $636K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.61% of J. M. Brown & Associates's portfolio in Q3 2026, its #40 holding.
  • J. M. Brown & Associates first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.