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
Q2 		$7.72M Buy
271,978
+55,323
+26% +$1.5M 0.08% 242
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 $39.5B AUM 124.03% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Summit Financial's TDAQ Position: Q2 2026 in Review

Summit Financial increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 26% in Q2 2026, buying an estimated $1.5M and bringing the position to 271,978 shares worth $7.72M. The position accounts for 0.08% of the portfolio, ranked #242.

Summit Financial first reported a position in TDAQ in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Summit Financial held 271,978 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $7.72M as of Q2 2026.
  • Summit Financial bought 55,323 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q2 2026, an estimated $1.5M.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #242 holding.
  • Summit Financial first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.