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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

A4 Wealth Advisors's SPYI Position: Q2 2026 in Review

A4 Wealth Advisors reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 29% in Q2 2026, selling an estimated $82.9K and leaving 3,839 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #88.

A4 Wealth Advisors first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q3 2025. 260 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

A4 Wealth Advisors held 3,839 shares of NEOS S&P 500 High Income ETF worth $204K as of Q2 2026.
A4 Wealth Advisors sold 1,575 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $82.9K.
NEOS S&P 500 High Income ETF made up 0.14% of A4 Wealth Advisors's portfolio in Q2 2026, its #88 holding.
A4 Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $1.54M in Q3 2025.
260 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.