SF
TSPY

Summit Financial’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Summit Financial’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 		$8.28M Buy
353,539
+19,564
+6% +$486K 0.11% 192
2025
Q4 		$8.52M Buy
333,975
+11,081
+3% +$282K 0.13% 150
2025
Q3 		$8.27M Buy
+322,894
New +$8.01M 0.13% 145

Other funds holding TSPY

CS
Clear Street New York $24.6B AUM 56.26% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Summit Financial's TSPY Position: Q1 2026 in Review

Summit Financial increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 5.9% in Q1 2026, buying an estimated $486K and bringing the position to 353,539 shares worth $8.28M. The position accounts for 0.11% of the portfolio, ranked #192.

Summit Financial first reported a position in TSPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.52M in Q4 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Summit Financial held 353,539 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $8.28M as of Q1 2026.
  • Summit Financial bought 19,564 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $486K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #192 holding.
  • Summit Financial first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $8.52M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.