KWM
TDAQ

Kingsview Wealth Management’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Kingsview Wealth Management’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
Q1 		$228K Buy
+9,683
New +$244K ﹤0.01% 1200

Other funds holding TDAQ

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Kingsview Wealth Management's TDAQ Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q1 2026: 9,683 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings.

12 funds tracked by Wall St. Rank hold TDAQ as of Q1 2026.

  • Kingsview Wealth Management held 9,683 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $228K as of Q1 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF was a new Kingsview Wealth Management position in Q1 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1200 holding.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.