Belpointe Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Belpointe Asset 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	$7.03M	Buy	132,336 +29,074	+28%	+$1.53M	0.23%	79
2026 Q1	$5.1M	Buy	103,262 +21,016	+26%	+$1.09M	0.19%	98
2025 Q4	$4.32M	Buy	82,246 +22,673	+38%	+$1.19M	0.16%	103
2025 Q3	$3.12M	Buy	59,573 +46,837	+368%	+$2.41M	0.12%	145
2025 Q2	$641K	Sell	12,736 -204	-2%	-$9.81K	0.03%	491
2025 Q1	$620K	Buy	+12,940	New	+$654K	0.03%	494
2024 Q4	–	Sell	-6,101	Closed	-$313K	–	940
2024 Q3	$313K	Buy	+6,101	New	+$307K	0.02%	654

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

Belpointe Asset Management's SPYI Position: Q2 2026 in Review

Belpointe Asset Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 28% in Q2 2026, buying an estimated $1.53M and bringing the position to 132,336 shares worth $7.03M. The position accounts for 0.23% of the portfolio, ranked #79.

Belpointe Asset Management first reported a position in SPYI in Q3 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Belpointe Asset Management held 132,336 shares of NEOS S&P 500 High Income ETF worth $7.03M as of Q2 2026.
Belpointe Asset Management bought 29,074 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.53M.
NEOS S&P 500 High Income ETF made up 0.23% of Belpointe Asset Management's portfolio in Q2 2026, its #79 holding.
Belpointe Asset Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.