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
Q2 		– Sell
-36
Closed -$833 – 11241
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 $39.5B AUM 124.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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

UBS Group's TSPY Position: Q2 2026 in Review

UBS Group sold out of TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q2 2026, closing a stake of 36 shares — an estimated $833 sold.

UBS Group first reported a position in TSPY in Q4 2024 and held it in 3 quarters. The position peaked at $124K in Q4 2024. 29 funds tracked by Wall St. Rank hold TSPY as of Q2 2026.

  • UBS Group reported no remaining TappAlpha S&P 500 Growth & Daily Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 36 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q2 2026, an estimated $833.
  • UBS Group first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's TappAlpha S&P 500 Growth & Daily Income ETF position peaked at $124K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.