MAMG
TDAQ

Milestone Asset Management Group’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Milestone Asset Management Group’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 		$307K Buy
13,028
+1,233
+10% +$31.1K 0.18% 98
2025
Q4 		$307K Buy
+11,795
New +$311K 0.17% 95

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Milestone Asset Management Group's TDAQ Position: Q1 2026 in Review

Milestone Asset Management Group increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 10% in Q1 2026, buying an estimated $31.1K and bringing the position to 13,028 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #98.

Milestone Asset Management Group first reported a position in TDAQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $307K in Q4 2025. 12 funds tracked by Wall St. Rank hold TDAQ as of Q1 2026.

  • Milestone Asset Management Group held 13,028 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $307K as of Q1 2026.
  • Milestone Asset Management Group bought 1,233 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q1 2026, an estimated $31.1K.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.18% of Milestone Asset Management Group's portfolio in Q1 2026, its #98 holding.
  • Milestone Asset Management Group first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Milestone Asset Management Group's TappAlpha Innovation 100 Growth & Daily Income ETF position peaked at $307K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.