Apollon Wealth Management
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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
Q3 		$9.7M Buy
183,214
+19,553
+12% +$1.04M 0.11% 166
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Apollon Wealth Management's SPYI Position: Q3 2026 in Review

Apollon Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 12% in Q3 2026, buying an estimated $1.04M and bringing the position to 183,214 shares worth $9.7M. The position accounts for 0.11% of the portfolio, ranked #166.

Apollon Wealth Management first reported a position in SPYI in Q4 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Apollon Wealth Management held 183,214 shares of NEOS S&P 500 High Income ETF worth $9.7M as of Q3 2026.
  • Apollon Wealth Management bought 19,553 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $1.04M.
  • NEOS S&P 500 High Income ETF made up 0.11% of Apollon Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Apollon Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.