Pitti Group Wealth Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Pitti Group Wealth Management’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 Q1	$1.52M	Buy	35,061 +1,695	+5%	+$76.9K	1.23%	23
2025 Q4	$1.52M	Sell	33,366 -756	-2%	-$34.4K	1.25%	23
2025 Q3	$1.54M	Buy	34,122 +1,982	+6%	+$86.3K	1.31%	20
2025 Q2	$1.36M	Buy	32,140 +2,029	+7%	+$81.2K	1.18%	21
2025 Q1	$1.27M	Buy	30,111 +1,830	+6%	+$80.9K	1.3%	23
2024 Q4	$1.25M	Buy	+28,281	New	+$1.28M	1.27%	25
2024 Q2	–	Sell	-9,795	Closed	-$413K	–	63
2024 Q1	$413K	Buy	+9,795	New	+$404K	0.46%	44

Other funds holding ISPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Pitti Group Wealth Management's ISPY Position: Q1 2026 in Review

Pitti Group Wealth Management increased its ProShares S&P 500 High Income ETF (ISPY) stake by 5.1% in Q1 2026, buying an estimated $76.9K and bringing the position to 35,061 shares worth $1.52M. The position accounts for 1.23% of the portfolio, ranked #23.

Pitti Group Wealth Management first reported a position in ISPY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q3 2025. 118 funds tracked by Wall St. Rank hold ISPY as of Q1 2026.

Pitti Group Wealth Management held 35,061 shares of ProShares S&P 500 High Income ETF worth $1.52M as of Q1 2026.
Pitti Group Wealth Management bought 1,695 ProShares S&P 500 High Income ETF shares in Q1 2026, an estimated $76.9K.
ProShares S&P 500 High Income ETF made up 1.23% of Pitti Group Wealth Management's portfolio in Q1 2026, its #23 holding.
Pitti Group Wealth Management first reported a position in ProShares S&P 500 High Income ETF in Q1 2024 and has held it in 7 quarters since.
Pitti Group Wealth Management's ProShares S&P 500 High Income ETF position peaked at $1.54M in Q3 2025.
118 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.