Alpha Financial Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Alpha Financial Partners’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	$1.34M	Sell	25,331 -1,919	-7%	-$101K	0.71%	26
2026 Q1	$1.35M	Buy	27,250 +2,990	+12%	+$155K	0.8%	21
2025 Q4	$1.27M	Sell	24,260 -4,187	-15%	-$220K	0.78%	22
2025 Q3	$1.49M	Buy	28,447 +18,346	+182%	+$943K	0.97%	20
2025 Q2	$508K	Buy	+10,101	New	+$486K	0.37%	42

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alpha Financial Partners's SPYI Position: Q2 2026 in Review

Alpha Financial Partners reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 7% in Q2 2026, selling an estimated $101K and leaving 25,331 shares worth $1.34M. The position accounts for 0.71% of the portfolio, ranked #26.

Alpha Financial Partners first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q3 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Alpha Financial Partners held 25,331 shares of NEOS S&P 500 High Income ETF worth $1.34M as of Q2 2026.
Alpha Financial Partners sold 1,919 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $101K.
NEOS S&P 500 High Income ETF made up 0.71% of Alpha Financial Partners's portfolio in Q2 2026, its #26 holding.
Alpha Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
Alpha Financial Partners's NEOS S&P 500 High Income ETF position peaked at $1.49M in Q3 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.