Wealthcare Advisory Partners
TSPY icon

Wealthcare Advisory Partners’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Wealthcare Advisory Partners’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 		$590K Buy
23,270
+1,083
+5% +$27.6K 0.01% 698
2026
Q2 		$562K Buy
22,187
+5,920
+36% +$149K 0.01% 677
2026
Q1 		$377K Buy
+16,267
New +$404K 0.01% 795

Other funds holding TSPY

Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM

Wealthcare Advisory Partners's TSPY Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 4.9% in Q3 2026, buying an estimated $27.6K and bringing the position to 23,270 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #698.

Wealthcare Advisory Partners first reported a position in TSPY in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TSPY as of Q3 2026.

  • Wealthcare Advisory Partners held 23,270 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $590K as of Q3 2026.
  • Wealthcare Advisory Partners bought 1,083 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q3 2026, an estimated $27.6K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #698 holding.
  • Wealthcare Advisory Partners first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.