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Triumph Capital Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Triumph Capital 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 		– Sell
-100
Closed -$4.56K – 1872
2025
Q4 		$4.56K Buy
+100
New +$4.54K ﹤0.01% 1293

Other funds holding ISPY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Triumph Capital Management's ISPY Position: Q1 2026 in Review

Triumph Capital Management sold out of ProShares S&P 500 High Income ETF (ISPY) in Q1 2026, closing a stake of 100 shares — an estimated $4.56K sold.

Triumph Capital Management first reported a position in ISPY in Q4 2025 and held it in 1 quarter. The position peaked at $4.56K in Q4 2025. 118 funds tracked by Wall St. Rank hold ISPY as of Q1 2026.

  • Triumph Capital Management reported no remaining ProShares S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Triumph Capital Management sold 100 ProShares S&P 500 High Income ETF shares in Q1 2026, an estimated $4.56K.
  • Triumph Capital Management first reported a position in ProShares S&P 500 High Income ETF in Q4 2025 and held it in 1 quarter.
  • Triumph Capital Management's ProShares S&P 500 High Income ETF position peaked at $4.56K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.