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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Atria Wealth Solutions's SPYI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 50% in Q2 2025, selling an estimated $1.1M and leaving 22,606 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #594.

Atria Wealth Solutions first reported a position in SPYI in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.18M in Q1 2025. 235 funds tracked by Wall St. Rank hold SPYI as of Q2 2025.

Atria Wealth Solutions held 22,606 shares of NEOS S&P 500 High Income ETF worth $1.14M as of Q2 2025.
Atria Wealth Solutions sold 22,958 NEOS S&P 500 High Income ETF shares in Q2 2025, an estimated $1.1M.
NEOS S&P 500 High Income ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #594 holding.
Atria Wealth Solutions first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's NEOS S&P 500 High Income ETF position peaked at $2.18M in Q1 2025.
235 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.