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Abound Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-1,189
Closed -$62.4K – 1589
2025
Q4 		$62.4K Buy
1,189
+997
+519% +$52.3K 0.01% 198
2025
Q3 		$10K Buy
+192
New +$9.87K ﹤0.01% 491

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Abound Wealth Management's SPYI Position: Q1 2026 in Review

Abound Wealth Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 1,189 shares — an estimated $62.4K sold.

Abound Wealth Management first reported a position in SPYI in Q3 2025 and held it in 2 quarters. The position peaked at $62.4K in Q4 2025. 394 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Abound Wealth Management reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1,189 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $62.4K.
  • Abound Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 2 quarters.
  • Abound Wealth Management's NEOS S&P 500 High Income ETF position peaked at $62.4K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.