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 Q3	$406K	Buy	14,912 +1,884	+14%	+$50.8K	0.19%	91
2026 Q2	$370K	Hold	13,028	–	–	0.19%	101
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

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Milestone Asset Management Group's TDAQ Position: Q3 2026 in Review

Milestone Asset Management Group increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 14% in Q3 2026, buying an estimated $50.8K and bringing the position to 14,912 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #91.

Milestone Asset Management Group first reported a position in TDAQ in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold TDAQ as of Q3 2026.

Milestone Asset Management Group held 14,912 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $406K as of Q3 2026.
Milestone Asset Management Group bought 1,884 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q3 2026, an estimated $50.8K.
TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.19% of Milestone Asset Management Group's portfolio in Q3 2026, its #91 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 4 quarters since.
5 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.