Avantax Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
50,376
+14,277
| +40% | +$718K | 0.01% | 687 |
|
|
2025
Q1 | $1.73M | Buy |
36,099
+15,867
| +78% | +$760K | 0.01% | 811 |
|
|
2024
Q4 | $1.03M | Buy |
20,232
+12,233
| +153% | +$622K | 0.01% | 1025 |
|
|
2024
Q3 | $410K | Sell |
7,999
-700
| -8% | -$35.9K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $436K | Buy |
8,699
+2,736
| +46% | +$137K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $300K | Buy |
+5,963
| New | +$300K | ﹤0.01% | 1290 |
|