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Global Wealth Strategies & Associates’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-148
Closed -$2.41K – 505
2026
Q1 		$2.41K Hold
148
– – ﹤0.01% 402
2025
Q4 		$2.59K Buy
+148
New +$2.66K ﹤0.01% 407

Other funds holding SPYT

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Global Wealth Strategies & Associates's SPYT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q2 2026, closing a stake of 148 shares — an estimated $2.41K sold.

Global Wealth Strategies & Associates first reported a position in SPYT in Q4 2025 and held it in 2 quarters. The position peaked at $2.59K in Q4 2025. 6 funds tracked by Wall St. Rank hold SPYT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Defiance S&P 500 Income Target ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 148 Defiance S&P 500 Income Target ETF shares in Q2 2026, an estimated $2.41K.
  • Global Wealth Strategies & Associates first reported a position in Defiance S&P 500 Income Target ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Defiance S&P 500 Income Target ETF position peaked at $2.59K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.