MAMG
TSPY

Milestone Asset Management Group’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Milestone Asset Management Group’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 		$1.49M Sell
58,997
-94
-0.2% -$2.37K 0.75% 36
2026
Q1 		$1.37M Buy
59,091
+4,584
+8% +$114K 0.8% 35
2025
Q4 		$1.39M Buy
54,507
+9,928
+22% +$253K 0.78% 35
2025
Q3 		$1.14M Buy
+44,579
New +$1.11M 0.72% 39

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Milestone Asset Management Group's TSPY Position: Q2 2026 in Review

Milestone Asset Management Group reduced its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 0.16% in Q2 2026, selling an estimated $2.37K and leaving 58,997 shares worth $1.49M. The position accounts for 0.75% of the portfolio, ranked #36.

Milestone Asset Management Group first reported a position in TSPY in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • Milestone Asset Management Group held 58,997 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $1.49M as of Q2 2026.
  • Milestone Asset Management Group sold 94 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q2 2026, an estimated $2.37K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.75% of Milestone Asset Management Group's portfolio in Q2 2026, its #36 holding.
  • Milestone Asset Management Group first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.