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

Maridea 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 		$2.95M Buy
68,163
+15,429
+29% +$700K 0.43% 58
2025
Q4 		$2.41M Buy
52,734
+19,021
+56% +$864K 0.36% 69
2025
Q3 		$1.53M Buy
+33,713
New +$1.47M 0.24% 104

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
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

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

Maridea Wealth Management increased its ProShares S&P 500 High Income ETF (ISPY) stake by 29% in Q1 2026, buying an estimated $700K and bringing the position to 68,163 shares worth $2.95M. The position accounts for 0.43% of the portfolio, ranked #58.

Maridea Wealth Management first reported a position in ISPY in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold ISPY as of Q1 2026.

  • Maridea Wealth Management held 68,163 shares of ProShares S&P 500 High Income ETF worth $2.95M as of Q1 2026.
  • Maridea Wealth Management bought 15,429 ProShares S&P 500 High Income ETF shares in Q1 2026, an estimated $700K.
  • ProShares S&P 500 High Income ETF made up 0.43% of Maridea Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Maridea Wealth Management first reported a position in ProShares S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.