Apollon Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Apollon 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	$8.69M	Buy	163,661 +18,370	+13%	+$966K	0.11%	175
2026 Q1	$7.17M	Buy	145,291 +30,690	+27%	+$1.59M	0.12%	157
2025 Q4	$6.02M	Buy	114,601 +65,935	+135%	+$3.46M	0.1%	174
2025 Q3	$2.55M	Buy	48,666 +3,664	+8%	+$188K	0.05%	331
2025 Q2	$2.26M	Buy	45,002 +14,029	+45%	+$675K	0.04%	339
2025 Q1	$1.48M	Buy	30,973 +8,395	+37%	+$424K	0.03%	399
2024 Q4	$1.15M	Buy	+22,578	New	+$1.17M	0.03%	467

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

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

Apollon Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q2 2026, buying an estimated $966K and bringing the position to 163,661 shares worth $8.69M. The position accounts for 0.11% of the portfolio, ranked #175.

Apollon Wealth Management first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Apollon Wealth Management held 163,661 shares of NEOS S&P 500 High Income ETF worth $8.69M as of Q2 2026.
Apollon Wealth Management bought 18,370 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $966K.
NEOS S&P 500 High Income ETF made up 0.11% of Apollon Wealth Management's portfolio in Q2 2026, its #175 holding.
Apollon Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.