SFG
ISPY icon

SageGuard Financial Group’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

SageGuard Financial Group’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 		$7.33M Buy
152,134
+39,011
+34% +$1.83M 1.03% 28
2026
Q1 		$4.9M Buy
113,123
+74,470
+193% +$3.38M 0.76% 44
2025
Q4 		$1.76M Buy
+38,653
New +$1.76M 0.28% 62

Other funds holding ISPY

LPL Financial
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

SageGuard Financial Group's ISPY Position: Q2 2026 in Review

SageGuard Financial Group increased its ProShares S&P 500 High Income ETF (ISPY) stake by 34% in Q2 2026, buying an estimated $1.83M and bringing the position to 152,134 shares worth $7.33M. The position accounts for 1.03% of the portfolio, ranked #28.

SageGuard Financial Group first reported a position in ISPY in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

  • SageGuard Financial Group held 152,134 shares of ProShares S&P 500 High Income ETF worth $7.33M as of Q2 2026.
  • SageGuard Financial Group bought 39,011 ProShares S&P 500 High Income ETF shares in Q2 2026, an estimated $1.83M.
  • ProShares S&P 500 High Income ETF made up 1.03% of SageGuard Financial Group's portfolio in Q2 2026, its #28 holding.
  • SageGuard Financial Group first reported a position in ProShares S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.