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Atticus Wealth Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-1
Closed -$43 – 409
2025
Q2 		$43 Hold
1
– – ﹤0.01% 674
2025
Q1 		$43 Sell
1
-241
-100% -$10.7K ﹤0.01% 504
2024
Q4 		$10.7K Buy
242
+3
+1% +$135 ﹤0.01% 384
2024
Q3 		$10.7K Hold
239
– – ﹤0.01% 381
2024
Q2 		$10.4K Buy
+239
New +$10.1K ﹤0.01% 379

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Atticus Wealth Management's ISPY Position: Q3 2025 in Review

Atticus Wealth Management sold out of ProShares S&P 500 High Income ETF (ISPY) in Q3 2025, closing a stake of 1 share — an estimated $43 sold.

Atticus Wealth Management first reported a position in ISPY in Q2 2024 and held it in 5 quarters. The position peaked at $10.7K in Q4 2024. 100 funds tracked by Wall St. Rank hold ISPY as of Q3 2025.

  • Atticus Wealth Management reported no remaining ProShares S&P 500 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1 ProShares S&P 500 High Income ETF share in Q3 2025, an estimated $43.
  • Atticus Wealth Management first reported a position in ProShares S&P 500 High Income ETF in Q2 2024 and held it in 5 quarters.
  • Atticus Wealth Management's ProShares S&P 500 High Income ETF position peaked at $10.7K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.