AWM
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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Activest Wealth Management's SPYI Position: Q2 2026 in Review

Activest Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 7.4% in Q2 2026, selling an estimated $16K and leaving 3,801 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #122.

Activest Wealth Management first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. The position peaked at $203K in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Activest Wealth Management held 3,801 shares of NEOS S&P 500 High Income ETF worth $202K as of Q2 2026.
  • Activest Wealth Management sold 305 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $16K.
  • NEOS S&P 500 High Income ETF made up 0.04% of Activest Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Activest Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's NEOS S&P 500 High Income ETF position peaked at $203K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.