Brookstone Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Brookstone Capital 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 Q3	$3.22M	Buy	60,604 +8,555	+16%	+$457K	0.03%	402
2026 Q2	$2.76M	Buy	52,049 +5,756	+12%	+$303K	0.03%	437
2026 Q1	$2.29M	Buy	46,293 +3,068	+7%	+$159K	0.03%	441
2025 Q4	$2.27M	Buy	43,225 +19,508	+82%	+$1.02M	0.03%	427
2025 Q3	$1.24M	Buy	23,717 +9,588	+68%	+$493K	0.01%	554
2025 Q2	$711K	Buy	14,129 +8,804	+165%	+$423K	0.01%	657
2025 Q1	$255K	Buy	+5,325	New	+$269K	﹤0.01%	913

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Brookstone Capital Management's SPYI Position: Q3 2026 in Review

Brookstone Capital Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 16% in Q3 2026, buying an estimated $457K and bringing the position to 60,604 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #402.

Brookstone Capital Management first reported a position in SPYI in Q1 2025 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Brookstone Capital Management held 60,604 shares of NEOS S&P 500 High Income ETF worth $3.22M as of Q3 2026.
Brookstone Capital Management bought 8,555 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $457K.
NEOS S&P 500 High Income ETF made up 0.03% of Brookstone Capital Management's portfolio in Q3 2026, its #402 holding.
Brookstone Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.