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 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

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Cloud Capital Management Seattle, Washington $229M AUM 19.91% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return