SEA
TDAQ

Stegent Equity Advisors’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Stegent Equity Advisors’s Portfolio TDAQ Stock Details TDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68M Buy
+129,539
New +$3.51M 2.64% 7

Other funds holding TDAQ

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
CFML
COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stegent Equity Advisors's TDAQ Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q2 2026: 129,539 shares worth $3.68M. The stake represents 2.64% of the portfolio and ranks #7 among its holdings.

12 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Stegent Equity Advisors held 129,539 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $3.68M as of Q2 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF was a new Stegent Equity Advisors position in Q2 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 2.64% of Stegent Equity Advisors's portfolio in Q2 2026, its #7 holding.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.