UBS Group
TSPY

UBS Group’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

UBS Group’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 		$833 Buy
36
+16
+80% +$397 ﹤0.01% 9720
2025
Q4 		$510 Buy
+20
New +$509 ﹤0.01% 9922
2025
Q1 		– Sell
-4,951
Closed -$124K – 10871
2024
Q4 		$124K Buy
+4,951
New +$127K ﹤0.01% 6740

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 $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

UBS Group's TSPY Position: Q1 2026 in Review

UBS Group increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 80% in Q1 2026, buying an estimated $397 and bringing the position to 36 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #9720.

UBS Group first reported a position in TSPY in Q4 2024 and has held it in 3 quarters since. The position peaked at $124K in Q4 2024. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • UBS Group held 36 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $833 as of Q1 2026.
  • UBS Group bought 16 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $397.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9720 holding.
  • UBS Group first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2024 and has held it in 3 quarters since.
  • UBS Group's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $124K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.