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 Q2	$4.73M	Buy	98,144 +29,981	+44%	+$1.41M	0.51%	50
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Maridea Wealth Management's ISPY Position: Q2 2026 in Review

Maridea Wealth Management increased its ProShares S&P 500 High Income ETF (ISPY) stake by 44% in Q2 2026, buying an estimated $1.41M and bringing the position to 98,144 shares worth $4.73M. The position accounts for 0.51% of the portfolio, ranked #50.

Maridea Wealth Management first reported a position in ISPY in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

Maridea Wealth Management held 98,144 shares of ProShares S&P 500 High Income ETF worth $4.73M as of Q2 2026.
Maridea Wealth Management bought 29,981 ProShares S&P 500 High Income ETF shares in Q2 2026, an estimated $1.41M.
ProShares S&P 500 High Income ETF made up 0.51% of Maridea Wealth Management's portfolio in Q2 2026, its #50 holding.
Maridea Wealth Management first reported a position in ProShares S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
125 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.