SF
TDAQ

Summit Financial’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Summit Financial’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 		$5.1M Buy
216,655
+174,882
+419% +$4.41M 0.06% 309
2025
Q4 		$1.09M Buy
+41,773
New +$1.1M 0.02% 640

Other funds holding TDAQ

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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 $171M AUM 20.73% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Summit Financial's TDAQ Position: Q1 2026 in Review

Summit Financial increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 419% in Q1 2026, buying an estimated $4.41M and bringing the position to 216,655 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #309.

Summit Financial 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.

  • Summit Financial held 216,655 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $5.1M as of Q1 2026.
  • Summit Financial bought 174,882 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q1 2026, an estimated $4.41M.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #309 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.