Pinnacle Financial Partners (Georgia)’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio ISPY Stock Details ISPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	5,730 -16,127	-74%	-$758K	﹤0.01%	1020
2026 Q1	$948K	Buy	21,857 +5,211	+31%	+$236K	0.01%	625
2025 Q4	$760K	Buy	+16,646	New	+$756K	0.01%	682

Other funds holding ISPY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s ISPY Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its ProShares S&P 500 High Income ETF (ISPY) stake by 74% in Q2 2026, selling an estimated $758K and leaving 5,730 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Pinnacle Financial Partners (Georgia) first reported a position in ISPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $948K in Q1 2026. 124 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 5,730 shares of ProShares S&P 500 High Income ETF worth $276K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 16,127 ProShares S&P 500 High Income ETF shares in Q2 2026, an estimated $758K.
ProShares S&P 500 High Income ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1020 holding.
Pinnacle Financial Partners (Georgia) first reported a position in ProShares S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s ProShares S&P 500 High Income ETF position peaked at $948K in Q1 2026.
124 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.