AWM
HYBI

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
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 $544M AUM 18.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AE Wealth Management's HYBI Position: Q1 2026 in Review

AE Wealth Management reduced its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 99% in Q1 2026, selling an estimated $34K and leaving 8 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

AE Wealth Management first reported a position in HYBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2K in Q4 2024. 22 funds tracked by Wall St. Rank hold HYBI as of Q1 2026.

  • AE Wealth Management held 8 shares of NEOS Enhanced Income Credit Select ETF worth $396 as of Q1 2026.
  • AE Wealth Management sold 680 NEOS Enhanced Income Credit Select ETF shares in Q1 2026, an estimated $34K.
  • NEOS Enhanced Income Credit Select ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2551 holding.
  • AE Wealth Management first reported a position in NEOS Enhanced Income Credit Select ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's NEOS Enhanced Income Credit Select ETF position peaked at $35.2K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.