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

Bradley & Co Private Wealth 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	$53	Hold	1	–	–	﹤0.01%	220
2026 Q1	$49	Hold	1	–	–	﹤0.01%	215
2025 Q4	$52	Hold	1	–	–	﹤0.01%	215
2025 Q3	$52	Hold	1	–	–	﹤0.01%	204
2025 Q2	$50	Hold	1	–	–	﹤0.01%	193
2025 Q1	$48	Hold	1	–	–	﹤0.01%	187
2024 Q4	$51	Buy	+1	New	+$52	﹤0.01%	186
2024 Q2	$50	Hold	1	–	–	﹤0.01%	182
2024 Q1	$50	Hold	1	–	–	﹤0.01%	184
2023 Q4	$48	Buy	+1	New	+$47	﹤0.01%	195

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Bradley & Co Private Wealth Management's SPYI Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Bradley & Co Private Wealth Management first reported a position in SPYI in Q4 2023 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Bradley & Co Private Wealth Management held 1 share of NEOS S&P 500 High Income ETF worth $53 as of Q2 2026.
Bradley & Co Private Wealth Management left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #220 holding.
Bradley & Co Private Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.