Integrated Wealth Concepts LLC
Position in TSPY — TappAlpha S&P 500 Growth & Daily Income ETF
CIK 1737109
WALTHAM, MA
All Filings in TSPY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TSPY | $1,556,953 | 67,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 TSPY | $1,494,249 | 58,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 TSPY | $1,467,699 | 57,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 TSPY | $1,220,480 | 49,897 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TSPY | $996,835 | 42,618 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||