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PFG Investments’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

PFG Investments’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
2026
Q1 		$605K Buy
37,092
+17,078
+85% +$293K 0.03% 533
2025
Q4 		$350K Buy
+20,014
New +$360K 0.02% 729

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $102M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PFG Investments's SPYT Position: Q1 2026 in Review

PFG Investments increased its Defiance S&P 500 Income Target ETF (SPYT) stake by 85% in Q1 2026, buying an estimated $293K and bringing the position to 37,092 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #533.

PFG Investments first reported a position in SPYT in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SPYT as of Q1 2026.

  • PFG Investments held 37,092 shares of Defiance S&P 500 Income Target ETF worth $605K as of Q1 2026.
  • PFG Investments bought 17,078 Defiance S&P 500 Income Target ETF shares in Q1 2026, an estimated $293K.
  • Defiance S&P 500 Income Target ETF made up 0.03% of PFG Investments's portfolio in Q1 2026, its #533 holding.
  • PFG Investments first reported a position in Defiance S&P 500 Income Target ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.