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B. Riley Wealth Advisors’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-12,585
Closed -$530K – 1217
2025
Q1 		$530K Buy
+12,585
New +$556K 0.02% 737

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $3.5B AUM 41.95% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

B. Riley Wealth Advisors's ISPY Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of ProShares S&P 500 High Income ETF (ISPY) in Q2 2025, closing a stake of 12,585 shares — an estimated $530K sold.

B. Riley Wealth Advisors first reported a position in ISPY in Q1 2025 and held it in 1 quarter. The position peaked at $530K in Q1 2025. 89 funds tracked by Wall St. Rank hold ISPY as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining ProShares S&P 500 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,585 ProShares S&P 500 High Income ETF shares in Q2 2025, an estimated $530K.
  • B. Riley Wealth Advisors first reported a position in ProShares S&P 500 High Income ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ProShares S&P 500 High Income ETF position peaked at $530K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.