Aprio Wealth Management
SPYI icon

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

Aprio 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 		$1.09M Buy
20,452
+7,810
+62% +$417K 0.05% 236
2026
Q2 		$671K Buy
12,642
+8,272
+189% +$435K 0.03% 316
2026
Q1 		$216K Buy
4,370
+300
+7% +$15.5K 0.01% 582
2025
Q4 		$214K Buy
+4,070
New +$214K 0.01% 508

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $309M AUM 50.33% 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

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

Aprio Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 62% in Q3 2026, buying an estimated $417K and bringing the position to 20,452 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #236.

Aprio Wealth Management first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Aprio Wealth Management held 20,452 shares of NEOS S&P 500 High Income ETF worth $1.09M as of Q3 2026.
  • Aprio Wealth Management bought 7,810 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $417K.
  • NEOS S&P 500 High Income ETF made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Aprio Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.