Westside Investment Management’s ProShares S&P 500 High Income ETF ISPY Stock Holding History

Westside Investment 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 Q2	$6.47K	Sell	134 -427	-76%	-$20.1K	﹤0.01%	1208
2026 Q1	$24.3K	Buy	561 +5	+0.9%	+$227	﹤0.01%	821
2025 Q4	$25.4K	Hold	556	–	–	﹤0.01%	787
2025 Q3	$25.1K	Hold	556	–	–	﹤0.01%	793
2025 Q2	$23.6K	Buy	556 +125	+29%	+$5K	﹤0.01%	630
2025 Q1	$18.1K	Buy	431 +116	+37%	+$5.13K	﹤0.01%	586
2024 Q4	$14K	Buy	+315	New	+$14.2K	﹤0.01%	623

Other funds holding ISPY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Westside Investment Management's ISPY Position: Q2 2026 in Review

Westside Investment Management reduced its ProShares S&P 500 High Income ETF (ISPY) stake by 76% in Q2 2026, selling an estimated $20.1K and leaving 134 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Westside Investment Management first reported a position in ISPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.4K in Q4 2025. 126 funds tracked by Wall St. Rank hold ISPY as of Q2 2026.

Westside Investment Management held 134 shares of ProShares S&P 500 High Income ETF worth $6.47K as of Q2 2026.
Westside Investment Management sold 427 ProShares S&P 500 High Income ETF shares in Q2 2026, an estimated $20.1K.
ProShares S&P 500 High Income ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1208 holding.
Westside Investment Management first reported a position in ProShares S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Westside Investment Management's ProShares S&P 500 High Income ETF position peaked at $25.4K in Q4 2025.
126 funds tracked by Wall St. Rank held ProShares S&P 500 High Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.