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TSPY

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

Root Financial Partners’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 		$741 Sell
32
-315
-91% -$7.82K ﹤0.01% 2722
2025
Q4 		$8.85K Buy
+347
New +$8.83K ﹤0.01% 1552

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

Root Financial Partners's TSPY Position: Q1 2026 in Review

Root Financial Partners reduced its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 91% in Q1 2026, selling an estimated $7.82K and leaving 32 shares worth $741. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Root Financial Partners first reported a position in TSPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.85K in Q4 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Root Financial Partners held 32 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $741 as of Q1 2026.
  • Root Financial Partners sold 315 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $7.82K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2722 holding.
  • Root Financial Partners first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $8.85K 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.