SPIA
TDAQ

Steward Partners Investment Advisory’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$97.9K Buy
4,162
+1,605
+63% +$40.5K ﹤0.01% 2383
2025
Q4 		$66.7K Buy
+2,557
New +$67.5K ﹤0.01% 2518

Other funds holding TDAQ

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Steward Partners Investment Advisory's TDAQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 63% in Q1 2026, buying an estimated $40.5K and bringing the position to 4,162 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Steward Partners Investment Advisory first reported a position in TDAQ in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold TDAQ as of Q1 2026.

  • Steward Partners Investment Advisory held 4,162 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $97.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,605 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q1 2026, an estimated $40.5K.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2383 holding.
  • Steward Partners Investment Advisory first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.