AE Wealth Management’s NEOS Enhanced Income Credit Select ETF HYBI Stock Holding History

AE Wealth Management’s Portfolio HYBI Stock Details HYBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394	Hold	8	–	–	﹤0.01%	2622
2026 Q1	$396	Sell	8 -680	-99%	-$34K	﹤0.01%	2551
2025 Q4	$34.6K	Hold	688	–	–	﹤0.01%	1920
2025 Q3	$34.9K	Hold	688	–	–	﹤0.01%	1790
2025 Q2	$34.7K	Hold	688	–	–	﹤0.01%	1667
2025 Q1	$34.3K	Hold	688	–	–	﹤0.01%	1644
2024 Q4	$35.2K	Buy	+688	New	+$35.8K	﹤0.01%	1619

Other funds holding HYBI

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

AE Wealth Management's HYBI Position: Q2 2026 in Review

AE Wealth Management held its NEOS Enhanced Income Credit Select ETF (HYBI) position steady in Q2 2026 at 8 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

AE Wealth Management first reported a position in HYBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q4 2024. 27 funds tracked by Wall St. Rank hold HYBI as of Q2 2026.

AE Wealth Management held 8 shares of NEOS Enhanced Income Credit Select ETF worth $394 as of Q2 2026.
AE Wealth Management left its NEOS Enhanced Income Credit Select ETF share count unchanged in Q2 2026.
NEOS Enhanced Income Credit Select ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2622 holding.
AE Wealth Management first reported a position in NEOS Enhanced Income Credit Select ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's NEOS Enhanced Income Credit Select ETF position peaked at $35.2K in Q4 2024.
27 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.