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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
Q2 		– Sell
-32
Closed -$741 – 3349
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 $39.5B AUM 124.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return

Root Financial Partners's TSPY Position: Q2 2026 in Review

Root Financial Partners sold out of TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q2 2026, closing a stake of 32 shares — an estimated $741 sold.

Root Financial Partners first reported a position in TSPY in Q4 2025 and held it in 2 quarters. The position peaked at $8.85K in Q4 2025. 29 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • Root Financial Partners reported no remaining TappAlpha S&P 500 Growth & Daily Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q2 2026, an estimated $741.
  • Root Financial Partners first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $8.85K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.