Kingsview Wealth Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Kingsview Wealth Management’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
2026 Q1	$1.3M	Sell	30,014 -1,743	-5%	-$79.1K	0.02%	600
2025 Q4	$1.45M	Sell	31,757 -43,171	-58%	-$1.96M	0.02%	538
2025 Q3	$3.38M	Sell	74,928 -34,548	-32%	-$1.5M	0.05%	347
2025 Q2	$4.65M	Buy	109,476 +15,724	+17%	+$629K	0.08%	262
2025 Q1	$3.95M	Buy	93,752 +24,901	+36%	+$1.1M	0.07%	254
2024 Q4	$3.05M	Buy	68,851 +9,785	+17%	+$441K	0.06%	294
2024 Q3	$2.65M	Buy	+59,066	New	+$2.57M	0.06%	304

Other funds holding ISPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Kingsview Wealth Management's ISPY Position: Q1 2026 in Review

Kingsview Wealth Management reduced its ProShares S&P 500 High Income ETF (ISPY) stake by 5.5% in Q1 2026, selling an estimated $79.1K and leaving 30,014 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #600.

Kingsview Wealth Management first reported a position in ISPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.65M in Q2 2025. 118 funds tracked by Wall St. Rank hold ISPY as of Q1 2026.

Kingsview Wealth Management held 30,014 shares of ProShares S&P 500 High Income ETF worth $1.3M as of Q1 2026.
Kingsview Wealth Management sold 1,743 ProShares S&P 500 High Income ETF shares in Q1 2026, an estimated $79.1K.
ProShares S&P 500 High Income ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #600 holding.
Kingsview Wealth Management first reported a position in ProShares S&P 500 High Income ETF in Q3 2024 and has held it in 7 quarters since.
Kingsview Wealth Management's ProShares S&P 500 High Income ETF position peaked at $4.65M in Q2 2025.
118 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.