Optivise Advisory Services’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
17,780
-1,398
-7% -$25.4K 0.17% 129
2025
Q1
$337K Sell
19,178
-5,313
-22% -$93.3K 0.19% 114
2024
Q4
$469K Buy
+24,491
New +$469K 0.25% 92