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Regal Investment Advisors’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Regal Investment Advisors’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 		$526K Hold
12,142
– – 0.03% 417
2025
Q4 		$554K Buy
+12,142
New +$552K 0.03% 397

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Regal Investment Advisors's ISPY Position: Q1 2026 in Review

Regal Investment Advisors held its ProShares S&P 500 High Income ETF (ISPY) position steady in Q1 2026 at 12,142 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #417.

Regal Investment Advisors first reported a position in ISPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $554K in Q4 2025. 118 funds tracked by Wall St. Rank hold ISPY as of Q1 2026.

  • Regal Investment Advisors held 12,142 shares of ProShares S&P 500 High Income ETF worth $526K as of Q1 2026.
  • Regal Investment Advisors left its ProShares S&P 500 High Income ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 High Income ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #417 holding.
  • Regal Investment Advisors first reported a position in ProShares S&P 500 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Regal Investment Advisors's ProShares S&P 500 High Income ETF position peaked at $554K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.