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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
25,739
+12,910
+101% +$679K 0.25% 84
2026
Q1
$633K Sell
12,829
-7,201
-36% -$373K 0.13% 135
2025
Q4
$1.05M Buy
20,030
+12,237
+157% +$642K 0.11% 155
2025
Q3
$408K Buy
7,793
+203
+3% +$10.4K 0.09% 168
2025
Q2
$382K Buy
+7,590
New +$365K 0.08% 177

Other funds holding SPYI

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

BCS Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 101% in Q2 2026, buying an estimated $679K and bringing the position to 25,739 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #84.

BCS Wealth Management first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • BCS Wealth Management held 25,739 shares of NEOS S&P 500 High Income ETF worth $1.37M as of Q2 2026.
  • BCS Wealth Management bought 12,910 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $679K.
  • NEOS S&P 500 High Income ETF made up 0.25% of BCS Wealth Management's portfolio in Q2 2026, its #84 holding.
  • BCS Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.