Activest Wealth Management
SPYI icon

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

Activest 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
Q3 		$71.2K Sell
1,339
-2,462
-65% -$132K 0.01% 226
2026
Q2 		$202K Sell
3,801
-305
-7% -$16K 0.04% 122
2026
Q1 		$203K Buy
4,106
+3,695
+899% +$191K 0.04% 150
2025
Q4 		$21.6K Sell
411
-575
-58% -$30.2K ﹤0.01% 493
2025
Q3 		$51.6K Buy
986
+599
+155% +$30.8K 0.01% 256
2025
Q2 		$19.5K Buy
387
+11
+3% +$529 ﹤0.01% 329
2025
Q1 		$18K Buy
+376
New +$19K ﹤0.01% 305

Other funds holding SPYI

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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Activest Wealth Management's SPYI Position: Q3 2026 in Review

Activest Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 65% in Q3 2026, selling an estimated $132K and leaving 1,339 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #226.

Activest Wealth Management first reported a position in SPYI in Q1 2025 and has held it in 7 quarters since. The position peaked at $203K in Q1 2026. 189 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Activest Wealth Management held 1,339 shares of NEOS S&P 500 High Income ETF worth $71.2K as of Q3 2026.
  • Activest Wealth Management sold 2,462 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $132K.
  • NEOS S&P 500 High Income ETF made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #226 holding.
  • Activest Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 7 quarters since.
  • Activest Wealth Management's NEOS S&P 500 High Income ETF position peaked at $203K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.