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

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Redwood Family Wealth Addison, Texas $102M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return