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Atomi Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Atomi Financial Group’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 		$1.16M Buy
21,848
+892
+4% +$46.9K 0.03% 420
2026
Q1 		$1.03M Buy
20,956
+623
+3% +$32.3K 0.03% 429
2025
Q4 		$1.07M Buy
20,333
+222
+1% +$11.7K 0.03% 389
2025
Q3 		$1.05M Buy
20,111
+331
+2% +$17K 0.03% 360
2025
Q2 		$995K Buy
19,780
+12,938
+189% +$622K 0.04% 340
2025
Q1 		$328K Sell
6,842
-301
-4% -$15.2K 0.01% 723
2024
Q4 		$363K Buy
7,143
+1,501
+27% +$77.7K 0.02% 628
2024
Q3 		$289K Sell
5,642
-530
-9% -$26.7K 0.02% 682
2024
Q2 		$310K Sell
6,172
-1,465
-19% -$72.7K 0.02% 576
2024
Q1 		$385K Buy
7,637
+2,967
+64% +$146K 0.04% 438
2023
Q4 		$225K Buy
+4,670
New +$221K 0.03% 505

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomi Financial Group's SPYI Position: Q2 2026 in Review

Atomi Financial Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.3% in Q2 2026, buying an estimated $46.9K and bringing the position to 21,848 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #420.

Atomi Financial Group first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Atomi Financial Group held 21,848 shares of NEOS S&P 500 High Income ETF worth $1.16M as of Q2 2026.
  • Atomi Financial Group bought 892 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $46.9K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #420 holding.
  • Atomi Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.