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Atria Investments’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Atria Investments’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 		$680K Buy
12,805
+3,297
+35% +$173K 0.01% 1349
2026
Q1 		$469K Buy
9,508
+1,788
+23% +$92.7K 0.01% 1485
2025
Q4 		$406K Buy
7,720
+3
+0% +$158 ﹤0.01% 1570
2025
Q3 		$404K Sell
7,717
-964
-11% -$49.6K ﹤0.01% 1551
2025
Q2 		$437K Buy
8,681
+3,915
+82% +$188K 0.01% 1496
2025
Q1 		$228K Buy
+4,766
New +$241K ﹤0.01% 1760

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Atria Investments's SPYI Position: Q2 2026 in Review

Atria Investments increased its NEOS S&P 500 High Income ETF (SPYI) stake by 35% in Q2 2026, buying an estimated $173K and bringing the position to 12,805 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1349.

Atria Investments first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Atria Investments held 12,805 shares of NEOS S&P 500 High Income ETF worth $680K as of Q2 2026.
  • Atria Investments bought 3,297 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $173K.
  • NEOS S&P 500 High Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1349 holding.
  • Atria Investments first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.