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

BlueStem 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 Q1	$1.88M	Buy	38,009 +3,923	+12%	+$203K	0.21%	47
2025 Q4	$1.79M	Buy	34,086 +5,953	+21%	+$313K	0.2%	47
2025 Q3	$1.47M	Buy	28,133 +6,775	+32%	+$348K	0.17%	45
2025 Q2	$1.07M	Buy	+21,358	New	+$1.03M	0.13%	49

Other funds holding SPYI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BlueStem Wealth Partners's SPYI Position: Q1 2026 in Review

BlueStem Wealth Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 12% in Q1 2026, buying an estimated $203K and bringing the position to 38,009 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #47.

BlueStem Wealth Partners first reported a position in SPYI in Q2 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

BlueStem Wealth Partners held 38,009 shares of NEOS S&P 500 High Income ETF worth $1.88M as of Q1 2026.
BlueStem Wealth Partners bought 3,923 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $203K.
NEOS S&P 500 High Income ETF made up 0.21% of BlueStem Wealth Partners's portfolio in Q1 2026, its #47 holding.
BlueStem Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 4 quarters since.
393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.