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

Atria Wealth Solutions’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
2025
Q2 		$1.14M Sell
22,606
-22,958
-50% -$1.1M 0.03% 594
2025
Q1 		$2.18M Buy
45,564
+7,190
+19% +$363K 0.03% 604
2024
Q4 		$1.95M Buy
38,374
+8,566
+29% +$444K 0.02% 651
2024
Q3 		$1.53M Buy
29,808
+7,072
+31% +$356K 0.02% 742
2024
Q2 		$1.14M Buy
22,736
+15,640
+220% +$776K 0.01% 836
2024
Q1 		$357K Hold
7,096
– – ﹤0.01% 1439
2023
Q4 		$342K Buy
+7,096
New +$336K ﹤0.01% 1415

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $222M AUM 9.26% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return