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Regatta Research & Money Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Regatta Research & Money 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
Q2 		$35.1K Buy
+728
New +$34.2K 0.03% 316

Other funds holding ISPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Regatta Research & Money Management's ISPY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in ProShares S&P 500 High Income ETF (ISPY) in Q2 2026: 728 shares worth $35.1K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings.

92 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

  • Regatta Research & Money Management held 728 shares of ProShares S&P 500 High Income ETF worth $35.1K as of Q2 2026.
  • ProShares S&P 500 High Income ETF was a new Regatta Research & Money Management position in Q2 2026.
  • ProShares S&P 500 High Income ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #316 holding.
  • 92 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.