B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

B. Riley Wealth Advisors’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 		$300K Buy
+5,649
New +$302K 0.01% 759
2024
Q3 		– Sell
-19,874
Closed -$997K – 1424
2024
Q2 		$997K Buy
+19,874
New +$986K 0.03% 542
2024
Q1 		– Sell
-4,454
Closed -$215K – 1511
2023
Q4 		$215K Buy
+4,454
New +$211K 0.01% 1220

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

B. Riley Wealth Advisors's SPYI Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 5,649 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SPYI as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in SPYI in Q4 2023 and has held it in 3 quarters since. The position peaked at $997K in Q2 2024. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • B. Riley Wealth Advisors held 5,649 shares of NEOS S&P 500 High Income ETF worth $300K as of Q3 2026.
  • NEOS S&P 500 High Income ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #759 holding.
  • B. Riley Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $997K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.