Avidian Wealth Enterprises’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Avidian Wealth Enterprises’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 Q3	$4.3M	Buy	80,926 +32,577	+67%	+$1.74M	0.12%	118
2026 Q2	$2.57M	Buy	48,349 +17,198	+55%	+$905K	0.07%	182
2026 Q1	$1.54M	Buy	31,151 +12,877	+70%	+$667K	0.05%	231
2025 Q4	$960K	Buy	18,274 +3,936	+27%	+$207K	0.03%	235
2025 Q3	$750K	Buy	+14,338	New	+$737K	0.03%	277

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Avidian Wealth Enterprises's SPYI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its NEOS S&P 500 High Income ETF (SPYI) stake by 67% in Q3 2026, buying an estimated $1.74M and bringing the position to 80,926 shares worth $4.3M. The position accounts for 0.12% of the portfolio, ranked #118.

Avidian Wealth Enterprises first reported a position in SPYI in Q3 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Avidian Wealth Enterprises held 80,926 shares of NEOS S&P 500 High Income ETF worth $4.3M as of Q3 2026.
Avidian Wealth Enterprises bought 32,577 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $1.74M.
NEOS S&P 500 High Income ETF made up 0.12% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #118 holding.
Avidian Wealth Enterprises first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 5 quarters since.
206 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.