USCWA
TSPY

U.S. Capital Wealth Advisors’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

U.S. Capital Wealth Advisors’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 		$347K Buy
15,007
+807
+6% +$20K 0.01% 776
2025
Q4 		$362K Hold
14,200
– – 0.01% 748
2025
Q3 		$364K Buy
+14,200
New +$352K 0.01% 714

Other funds holding TSPY

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's TSPY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 5.7% in Q1 2026, buying an estimated $20K and bringing the position to 15,007 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #776.

U.S. Capital Wealth Advisors first reported a position in TSPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q3 2025. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,007 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $347K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 807 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $20K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #776 holding.
  • U.S. Capital Wealth Advisors first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $364K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.