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

Braeburn 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 		$320K Hold
6,025
– – 0.14% 79
2026
Q1 		$297K Hold
6,025
– – 0.17% 73
2025
Q4 		$316K Buy
+6,025
New +$316K 0.16% 68

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Braeburn Wealth Management held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 6,025 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #79.

Braeburn Wealth Management first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Braeburn Wealth Management held 6,025 shares of NEOS S&P 500 High Income ETF worth $320K as of Q2 2026.
  • Braeburn 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 0.14% of Braeburn Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Braeburn Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.