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Atria Investments’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Atria Investments’s Portfolio ISPY Stock Details ISPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Buy
39,727
+3,596
+10% +$169K 0.02% 778
2026
Q1 		$1.57M Buy
36,131
+8,305
+30% +$377K 0.02% 820
2025
Q4 		$1.27M Buy
+27,826
New +$1.26M 0.01% 946

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Atria Investments's ISPY Position: Q2 2026 in Review

Atria Investments increased its ProShares S&P 500 High Income ETF (ISPY) stake by 10% in Q2 2026, buying an estimated $169K and bringing the position to 39,727 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #778.

Atria Investments first reported a position in ISPY in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

  • Atria Investments held 39,727 shares of ProShares S&P 500 High Income ETF worth $1.91M as of Q2 2026.
  • Atria Investments bought 3,596 ProShares S&P 500 High Income ETF shares in Q2 2026, an estimated $169K.
  • ProShares S&P 500 High Income ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #778 holding.
  • Atria Investments first reported a position in ProShares S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.