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Patriot Financial Group Insurance Agency’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ISPY Stock Details ISPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$882K Buy
20,797
+923
+5% +$39.2K 0.1% 224
2025
Q1 		$837K Sell
19,874
-490
-2% -$20.6K 0.11% 208
2024
Q4 		$902K Buy
20,364
+2,400
+13% +$106K 0.12% 194
2024
Q3 		$805K Buy
+17,964
New +$805K 0.11% 207