Simplex Trading
TSPY

Simplex Trading’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Simplex Trading’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 		$75.3K Buy
+3,251
New +$80.7K ﹤0.01% 5408
2025
Q4 		– Sell
-250
Closed -$6K – 10405
2025
Q3 		$6K Sell
250
-6,685
-96% -$166K ﹤0.01% 8260
2025
Q2 		$169K Buy
+6,935
New +$159K ﹤0.01% 4690
2025
Q1 		– Sell
-324
Closed -$8K – 9921
2024
Q4 		$8K Buy
+324
New +$8.33K ﹤0.01% 7379

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

Simplex Trading's TSPY Position: Q1 2026 in Review

Simplex Trading opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q1 2026: 3,251 shares worth $75.3K. The stake represents ﹤0.01% of the portfolio and ranks #5408 among its holdings. This is a return to the name: Simplex Trading previously reported a position in TSPY as recently as Q3 2025.

Simplex Trading first reported a position in TSPY in Q4 2024 and has held it in 4 quarters since. The position peaked at $169K in Q2 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Simplex Trading held 3,251 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $75.3K as of Q1 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF was a new Simplex Trading position in Q1 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5408 holding.
  • Simplex Trading first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Simplex Trading's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $169K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.