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
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 $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $229M AUM 19.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Milestone Asset Management Group increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 8.4% in Q1 2026, buying an estimated $114K and bringing the position to 59,091 shares worth $1.37M. The position accounts for 0.8% of the portfolio, ranked #35.

Milestone Asset Management Group first reported a position in TSPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Milestone Asset Management Group held 59,091 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $1.37M as of Q1 2026.
  • Milestone Asset Management Group bought 4,584 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $114K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.8% of Milestone Asset Management Group's portfolio in Q1 2026, its #35 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 3 quarters since.
  • Milestone Asset Management Group's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $1.39M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

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