Arkadios Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Arkadios Wealth Advisors’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	$1.69M	Buy	31,805 +3,999	+14%	+$210K	0.03%	601
2026 Q1	$1.37M	Buy	27,806 +5,988	+27%	+$310K	0.02%	655
2025 Q4	$1.15M	Buy	21,818 +6,787	+45%	+$356K	0.02%	640
2025 Q3	$786K	Buy	15,031 +6,065	+68%	+$312K	0.02%	742
2025 Q2	$451K	Buy	8,966 +3,859	+76%	+$186K	0.01%	887
2025 Q1	$245K	Buy	+5,107	New	+$258K	0.01%	980

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

Arkadios Wealth Advisors's SPYI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 14% in Q2 2026, buying an estimated $210K and bringing the position to 31,805 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #601.

Arkadios Wealth Advisors first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Arkadios Wealth Advisors held 31,805 shares of NEOS S&P 500 High Income ETF worth $1.69M as of Q2 2026.
Arkadios Wealth Advisors bought 3,999 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $210K.
NEOS S&P 500 High Income ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #601 holding.
Arkadios Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.