Avantax Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Avantax Advisory Services’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	$2.53M	Buy	50,376 +14,277	+40%	+$687K	0.01%	687
2025 Q1	$1.73M	Buy	36,099 +15,867	+78%	+$802K	0.01%	811
2024 Q4	$1.03M	Buy	20,232 +12,233	+153%	+$634K	0.01%	1025
2024 Q3	$410K	Sell	7,999 -700	-8%	-$35.2K	﹤0.01%	1552
2024 Q2	$436K	Buy	8,699 +2,736	+46%	+$136K	﹤0.01%	1454
2024 Q1	$300K	Buy	+5,963	New	+$294K	﹤0.01%	1291

Other funds holding SPYI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $228M AUM 7.97% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IAIM

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

Avantax Advisory Services's SPYI Position: Q2 2025 in Review

Avantax Advisory Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 40% in Q2 2025, buying an estimated $687K and bringing the position to 50,376 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #687.

Avantax Advisory Services first reported a position in SPYI in Q1 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold SPYI as of Q2 2025.

Avantax Advisory Services held 50,376 shares of NEOS S&P 500 High Income ETF worth $2.53M as of Q2 2025.
Avantax Advisory Services bought 14,277 NEOS S&P 500 High Income ETF shares in Q2 2025, an estimated $687K.
NEOS S&P 500 High Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #687 holding.
Avantax Advisory Services first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.