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
Q2 		– Sell
-9,683
Closed -$228K – 1539
2026
Q1 		$228K Buy
+9,683
New +$244K ﹤0.01% 1200

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return

Kingsview Wealth Management's TDAQ Position: Q2 2026 in Review

Kingsview Wealth Management sold out of TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q2 2026, closing a stake of 9,683 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in TDAQ in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 15 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Kingsview Wealth Management reported no remaining TappAlpha Innovation 100 Growth & Daily Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,683 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q2 2026, an estimated $228K.
  • Kingsview Wealth Management first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q1 2026 and held it in 1 quarter.
  • Kingsview Wealth Management's TappAlpha Innovation 100 Growth & Daily Income ETF position peaked at $228K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.