Triumph Capital Management
TSPY icon

Triumph Capital Management’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Triumph Capital Management’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
Q3 		$1.81M Buy
71,341
+1,051
+1% +$26.8K 0.32% 72
2026
Q2 		$1.78M Buy
70,290
+3,605
+5% +$90.7K 0.32% 72
2026
Q1 		$1.56M Buy
66,685
+3,476
+5% +$86.3K 0.32% 69
2025
Q4 		$1.61M Sell
63,209
-1,103
-2% -$28.1K 0.35% 60
2025
Q3 		$1.65M Buy
+64,312
New +$1.6M 0.44% 54

Other funds holding TSPY

Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Milestone Asset Management Group
Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Essential Investment Partners
Essential Investment Partners Englewood, Colorado $148M AUM 27.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Triumph Capital Management's TSPY Position: Q3 2026 in Review

Triumph Capital Management increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 1.5% in Q3 2026, buying an estimated $26.8K and bringing the position to 71,341 shares worth $1.81M. The position accounts for 0.32% of the portfolio, ranked #72.

Triumph Capital Management first reported a position in TSPY in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold TSPY as of Q3 2026.

  • Triumph Capital Management held 71,341 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $1.81M as of Q3 2026.
  • Triumph Capital Management bought 1,051 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q3 2026, an estimated $26.8K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.32% of Triumph Capital Management's portfolio in Q3 2026, its #72 holding.
  • Triumph Capital Management first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.