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Berger Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Berger Financial Group’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
Q1 		$208K Sell
4,205
-176
-4% -$9.12K 0.01% 451
2025
Q4 		$230K Buy
4,381
+396
+10% +$20.8K 0.01% 423
2025
Q3 		$208K Buy
+3,985
New +$205K 0.01% 425

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Berger Financial Group's SPYI Position: Q1 2026 in Review

Berger Financial Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 4% in Q1 2026, selling an estimated $9.12K and leaving 4,205 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #451.

Berger Financial Group first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Berger Financial Group held 4,205 shares of NEOS S&P 500 High Income ETF worth $208K as of Q1 2026.
  • Berger Financial Group sold 176 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $9.12K.
  • NEOS S&P 500 High Income ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #451 holding.
  • Berger Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Berger Financial Group's NEOS S&P 500 High Income ETF position peaked at $230K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.