Arax Advisory Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Arax Advisory 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	$2.29M	Buy	43,149 +40,308	+1,419%	+$2.12M	0.02%	791
2026 Q1	$140K	Buy	2,841 +1,265	+80%	+$65.6K	﹤0.01%	1235
2025 Q4	$82.8K	Buy	+1,576	New	+$82.7K	﹤0.01%	1403
2024 Q1	–	Sell	-46	Closed	-$2.22K	–	1388
2023 Q4	$2.22K	Buy	+46	New	+$2.18K	﹤0.01%	1001

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

Arax Advisory Partners's SPYI Position: Q2 2026 in Review

Arax Advisory Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1,419% in Q2 2026, buying an estimated $2.12M and bringing the position to 43,149 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #791.

Arax Advisory Partners first reported a position in SPYI in Q4 2023 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Arax Advisory Partners held 43,149 shares of NEOS S&P 500 High Income ETF worth $2.29M as of Q2 2026.
Arax Advisory Partners bought 40,308 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.12M.
NEOS S&P 500 High Income ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #791 holding.
Arax Advisory Partners first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 4 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.