AWM
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Axxcess Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Axxcess Wealth Management’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
Q2 		$1.19M Sell
22,399
-1,138
-5% -$59.9K 0.02% 489
2026
Q1 		$1.16M Buy
23,537
+14,380
+157% +$745K 0.04% 227
2025
Q4 		$481K Buy
+9,157
New +$481K 0.01% 712
2024
Q3 		– Sell
-8,865
Closed -$445K – 944
2024
Q2 		$445K Sell
8,865
-6,588
-43% -$327K 0.01% 547
2024
Q1 		$778K Buy
15,453
+10,680
+224% +$527K 0.02% 431
2023
Q4 		$230K Buy
4,773
+100
+2% +$4.74K 0.01% 738
2023
Q3 		$219K Buy
+4,673
New +$230K 0.01% 705

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Axxcess Wealth Management's SPYI Position: Q2 2026 in Review

Axxcess Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 4.8% in Q2 2026, selling an estimated $59.9K and leaving 22,399 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #489.

Axxcess Wealth Management first reported a position in SPYI in Q3 2023 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Axxcess Wealth Management held 22,399 shares of NEOS S&P 500 High Income ETF worth $1.19M as of Q2 2026.
  • Axxcess Wealth Management sold 1,138 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $59.9K.
  • NEOS S&P 500 High Income ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Axxcess Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.