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Redwood Family Wealth’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Redwood Family Wealth’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
Q2 		$552K Sell
31,476
-785
-2% -$13.6K 0.48% 43
2026
Q1 		$526K Hold
32,261
– – 0.51% 42
2025
Q4 		$564K Buy
+32,261
New +$580K 0.55% 35

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $308M AUM 26.77% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Redwood Family Wealth's SPYT Position: Q2 2026 in Review

Redwood Family Wealth reduced its Defiance S&P 500 Income Target ETF (SPYT) stake by 2.4% in Q2 2026, selling an estimated $13.6K and leaving 31,476 shares worth $552K. The position accounts for 0.48% of the portfolio, ranked #43.

Redwood Family Wealth first reported a position in SPYT in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q4 2025. 15 funds tracked by Wall St. Rank hold SPYT as of Q2 2026.

  • Redwood Family Wealth held 31,476 shares of Defiance S&P 500 Income Target ETF worth $552K as of Q2 2026.
  • Redwood Family Wealth sold 785 Defiance S&P 500 Income Target ETF shares in Q2 2026, an estimated $13.6K.
  • Defiance S&P 500 Income Target ETF made up 0.48% of Redwood Family Wealth's portfolio in Q2 2026, its #43 holding.
  • Redwood Family Wealth first reported a position in Defiance S&P 500 Income Target ETF in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's Defiance S&P 500 Income Target ETF position peaked at $564K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.