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Guardian Financial Partners’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Guardian Financial Partners’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
Q4 		– Sell
-6,200
Closed -$280K – 73
2025
Q3 		$280K Buy
+6,200
New +$270K 0.12% 58

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Guardian Financial Partners's ISPY Position: Q4 2025 in Review

Guardian Financial Partners sold out of ProShares S&P 500 High Income ETF (ISPY) in Q4 2025, closing a stake of 6,200 shares — an estimated $280K sold.

Guardian Financial Partners first reported a position in ISPY in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 113 funds tracked by Wall St. Rank hold ISPY as of Q4 2025.

  • Guardian Financial Partners reported no remaining ProShares S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Guardian Financial Partners sold 6,200 ProShares S&P 500 High Income ETF shares in Q4 2025, an estimated $280K.
  • Guardian Financial Partners first reported a position in ProShares S&P 500 High Income ETF in Q3 2025 and held it in 1 quarter.
  • Guardian Financial Partners's ProShares S&P 500 High Income ETF position peaked at $280K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q4 2025.

Based on Guardian Financial Partners's 13F filing for Q4 2025, filed 14 Jan 2026.