POIA
TDAQ

Pin Oak Investment Advisors’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Pin Oak Investment Advisors’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
-50
Closed -$1K – 599
2026
Q1 		$1K Hold
50
– – ﹤0.01% 492
2025
Q4 		$1K Hold
50
– – ﹤0.01% 493
2025
Q3 		$1.31K Buy
+50
New +$1.28K ﹤0.01% 480

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 $15.3B AUM 25.33% 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

Pin Oak Investment Advisors's TDAQ Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q2 2026, closing a stake of 50 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in TDAQ in Q3 2025 and held it in 3 quarters. The position peaked at $1.31K in Q3 2025. 15 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Pin Oak Investment Advisors reported no remaining TappAlpha Innovation 100 Growth & Daily Income ETF position as of Q2 2026 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 50 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q2 2026, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q3 2025 and held it in 3 quarters.
  • Pin Oak Investment Advisors's TappAlpha Innovation 100 Growth & Daily Income ETF position peaked at $1.31K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.