PFPT
ISPY icon

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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$761K Buy
16,870
+13
+0.1% +$566 0.02% 289
2025
Q2 		$715K Buy
+16,857
New +$675K 0.02% 296

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ISPY Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its ProShares S&P 500 High Income ETF (ISPY) stake by 0.08% in Q3 2025, buying an estimated $566 and bringing the position to 16,870 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #289.

Pinnacle Financial Partners (Tennessee) first reported a position in ISPY in Q2 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold ISPY as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 16,870 shares of ProShares S&P 500 High Income ETF worth $761K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 13 ProShares S&P 500 High Income ETF shares in Q3 2025, an estimated $566.
  • ProShares S&P 500 High Income ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #289 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in ProShares S&P 500 High Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.