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Advocate Investing Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Advocate Investing Services’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 		$42.5K Hold
800
– – 0.03% 179
2026
Q1 		$39.5K Buy
+800
New +$41.5K 0.03% 166

Other funds holding SPYI

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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

Advocate Investing Services's SPYI Position: Q2 2026 in Review

Advocate Investing Services held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 800 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #179.

Advocate Investing Services first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Advocate Investing Services held 800 shares of NEOS S&P 500 High Income ETF worth $42.5K as of Q2 2026.
  • Advocate Investing Services left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
  • NEOS S&P 500 High Income ETF made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #179 holding.
  • Advocate Investing Services first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.