POIA
TSPY

Pin Oak Investment Advisors’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Pin Oak Investment Advisors’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 		$20K Buy
850
+100
+13% +$2.48K 0.01% 310
2025
Q4 		$19K Buy
750
+700
+1,400% +$17.8K 0.01% 325
2025
Q3 		$1.28K Hold
50
– – ﹤0.01% 482
2025
Q2 		$1K Buy
+50
New +$1.14K ﹤0.01% 441

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 $552M AUM 20.75% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 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

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

Pin Oak Investment Advisors increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 13% in Q1 2026, buying an estimated $2.48K and bringing the position to 850 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #310.

Pin Oak Investment Advisors first reported a position in TSPY in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Pin Oak Investment Advisors held 850 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $20K as of Q1 2026.
  • Pin Oak Investment Advisors bought 100 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $2.48K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #310 holding.
  • Pin Oak Investment Advisors first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

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