A4 Wealth Advisors
SPYI icon

A4 Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

A4 Wealth Advisors’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 		– Sell
-3,839
Closed -$204K – 88
2026
Q2 		$204K Sell
3,839
-1,575
-29% -$82.9K 0.14% 88
2026
Q1 		$267K Sell
5,414
-9,856
-65% -$511K 0.22% 72
2025
Q4 		$802K Sell
15,270
-14,210
-48% -$746K 0.69% 35
2025
Q3 		$1.54M Buy
+29,480
New +$1.52M 1.3% 21

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

A4 Wealth Advisors's SPYI Position: Q3 2026 in Review

A4 Wealth Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q3 2026, closing a stake of 3,839 shares — an estimated $204K sold.

A4 Wealth Advisors first reported a position in SPYI in Q3 2025 and held it in 4 quarters. The position peaked at $1.54M in Q3 2025. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • A4 Wealth Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 3,839 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $204K.
  • A4 Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 4 quarters.
  • A4 Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $1.54M in Q3 2025.
  • 432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.