Raymond James Financial
TSPY

Raymond James Financial’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Raymond James Financial’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 		– Sell
-16,100
Closed -$411K – 5475
2025
Q4 		$411K Hold
16,100
– – ﹤0.01% 4391
2025
Q3 		$412K Buy
+16,100
New +$399K ﹤0.01% 4233

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
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

Raymond James Financial's TSPY Position: Q1 2026 in Review

Raymond James Financial sold out of TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q1 2026, closing a stake of 16,100 shares — an estimated $411K sold.

Raymond James Financial first reported a position in TSPY in Q3 2025 and held it in 2 quarters. The position peaked at $412K in Q3 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Raymond James Financial reported no remaining TappAlpha S&P 500 Growth & Daily Income ETF position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 16,100 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $411K.
  • Raymond James Financial first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and held it in 2 quarters.
  • Raymond James Financial's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $412K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.