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
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 $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 $11.8B AUM 31.86% 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
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 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

Pin Oak Investment Advisors's TDAQ Position: Q1 2026 in Review

Pin Oak Investment Advisors held its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) position steady in Q1 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Pin Oak Investment Advisors first reported a position in TDAQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q3 2025. 12 funds tracked by Wall St. Rank hold TDAQ as of Q1 2026.

  • Pin Oak Investment Advisors held 50 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $1K as of Q1 2026.
  • Pin Oak Investment Advisors left its TappAlpha Innovation 100 Growth & Daily Income ETF share count unchanged in Q1 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #492 holding.
  • Pin Oak Investment Advisors first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Pin Oak Investment Advisors's TappAlpha Innovation 100 Growth & Daily Income ETF position peaked at $1.31K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.