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
Q2 		$10.3M Buy
401,354
+47,815
+14% +$1.2M 0.11% 174
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 $39.5B AUM 124.03% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Summit Financial's TSPY Position: Q2 2026 in Review

Summit Financial increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 14% in Q2 2026, buying an estimated $1.2M and bringing the position to 401,354 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #174.

Summit Financial first reported a position in TSPY in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • Summit Financial held 401,354 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $10.3M as of Q2 2026.
  • Summit Financial bought 47,815 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q2 2026, an estimated $1.2M.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.11% of Summit Financial's portfolio in Q2 2026, its #174 holding.
  • Summit Financial first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

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