Balboa Wealth Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Balboa Wealth Partners’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	$960K	Buy	+18,090	New	+$952K	0.13%	133

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's SPYI Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 18,090 shares worth $960K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings.

446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Balboa Wealth Partners held 18,090 shares of NEOS S&P 500 High Income ETF worth $960K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Balboa Wealth Partners position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #133 holding.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.