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SPYT icon

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

Optivise Advisory Services’s Portfolio SPYT Stock Details SPYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,411
Closed -$506K – 230
2025
Q3 		$506K Buy
27,411
+9,631
+54% +$175K 0.3% 83
2025
Q2 		$323K Sell
17,780
-1,398
-7% -$24.1K 0.17% 129
2025
Q1 		$337K Sell
19,178
-5,313
-22% -$99.6K 0.19% 114
2024
Q4 		$469K Buy
+24,491
New +$487K 0.25% 92

Other funds holding SPYT

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $114M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Optivise Advisory Services's SPYT Position: Q4 2025 in Review

Optivise Advisory Services sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q4 2025, closing a stake of 27,411 shares — an estimated $506K sold.

Optivise Advisory Services first reported a position in SPYT in Q4 2024 and held it in 4 quarters. The position peaked at $506K in Q3 2025. 19 funds tracked by Wall St. Rank hold SPYT as of Q4 2025.

  • Optivise Advisory Services reported no remaining Defiance S&P 500 Income Target ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 27,411 Defiance S&P 500 Income Target ETF shares in Q4 2025, an estimated $506K.
  • Optivise Advisory Services first reported a position in Defiance S&P 500 Income Target ETF in Q4 2024 and held it in 4 quarters.
  • Optivise Advisory Services's Defiance S&P 500 Income Target ETF position peaked at $506K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.