POIA
SPYT icon

Pin Oak Investment Advisors’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-220
Closed -$4K – 487
2025
Q1 		$4K Hold
220
– – ﹤0.01% 395
2024
Q4 		$4K Hold
220
– – ﹤0.01% 412
2024
Q3 		$4K Hold
220
– – ﹤0.01% 414
2024
Q2 		$4K Buy
220
+95
+76% +$1.88K ﹤0.01% 410
2024
Q1 		$3K Buy
+125
New +$2.52K ﹤0.01% 418

Other funds holding SPYT

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Pin Oak Investment Advisors's SPYT Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q2 2025, closing a stake of 220 shares — an estimated $4K sold.

Pin Oak Investment Advisors first reported a position in SPYT in Q1 2024 and held it in 5 quarters. The position peaked at $4K in Q1 2025. 14 funds tracked by Wall St. Rank hold SPYT as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining Defiance S&P 500 Income Target ETF position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 220 Defiance S&P 500 Income Target ETF shares in Q2 2025, an estimated $4K.
  • Pin Oak Investment Advisors first reported a position in Defiance S&P 500 Income Target ETF in Q1 2024 and held it in 5 quarters.
  • Pin Oak Investment Advisors's Defiance S&P 500 Income Target ETF position peaked at $4K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.