EP
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Essential Partners’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Essential Partners’s Portfolio SPYT Stock Details SPYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-59
Closed -$1.03K – 3008
2025
Q4 		$1.03K Buy
+59
New +$1.06K ﹤0.01% 2019

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $114M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Essential Partners's SPYT Position: Q1 2026 in Review

Essential Partners sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q1 2026, closing a stake of 59 shares — an estimated $1.03K sold.

Essential Partners first reported a position in SPYT in Q4 2025 and held it in 1 quarter. The position peaked at $1.03K in Q4 2025. 18 funds tracked by Wall St. Rank hold SPYT as of Q1 2026.

  • Essential Partners reported no remaining Defiance S&P 500 Income Target ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 59 Defiance S&P 500 Income Target ETF shares in Q1 2026, an estimated $1.03K.
  • Essential Partners first reported a position in Defiance S&P 500 Income Target ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's Defiance S&P 500 Income Target ETF position peaked at $1.03K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.