JMBA
TSPY

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
Q2 		$425K Buy
+16,766
New +$422K 0.24% 115

Other funds holding TSPY

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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return

J. M. Brown & Associates's TSPY Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q2 2026: 16,766 shares worth $425K. The stake represents 0.24% of the portfolio and ranks #115 among its holdings.

28 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • J. M. Brown & Associates held 16,766 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $425K as of Q2 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF was a new J. M. Brown & Associates position in Q2 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.24% of J. M. Brown & Associates's portfolio in Q2 2026, its #115 holding.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.