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Scheeler Financial LLC’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Scheeler Financial LLC’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Buy
+19,516
New +$1.04M 0.79% 22

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Scheeler Financial LLC's SPYI Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 19,516 shares worth $1.04M. The stake represents 0.79% of the portfolio and ranks #22 among its holdings.

33 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Scheeler Financial LLC held 19,516 shares of NEOS S&P 500 High Income ETF worth $1.04M as of Q3 2026.
  • NEOS S&P 500 High Income ETF was a new Scheeler Financial LLC position in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.79% of Scheeler Financial LLC's portfolio in Q3 2026, its #22 holding.
  • 33 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.