Brown Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Brown Financial Advisors’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	$2.04M	Buy	38,420 +743	+2%	+$39.1K	0.71%	42
2026 Q1	$1.86M	Sell	37,677 -82,896	-69%	-$4.3M	0.7%	41
2025 Q4	$6.33M	Sell	120,573 -307	-0.3%	-$16.1K	2.32%	7
2025 Q3	$6.32M	Buy	120,880 +25	+0%	+$1.28K	2.34%	6
2025 Q2	$6.08M	Sell	120,855 -2,161	-2%	-$104K	2.37%	6
2025 Q1	$5.89M	Sell	123,016 -75,182	-38%	-$3.8M	2.43%	3
2024 Q4	$10.1M	Buy	198,198 +33,750	+21%	+$1.75M	4.05%	2
2024 Q3	$8.42M	Buy	164,448 +158,886	+2,857%	+$7.99M	3.47%	2
2024 Q2	$279K	Buy	+5,562	New	+$276K	0.12%	132

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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

Brown Financial Advisors's SPYI Position: Q2 2026 in Review

Brown Financial Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2% in Q2 2026, buying an estimated $39.1K and bringing the position to 38,420 shares worth $2.04M. The position accounts for 0.71% of the portfolio, ranked #42.

Brown Financial Advisors first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q4 2024. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Brown Financial Advisors held 38,420 shares of NEOS S&P 500 High Income ETF worth $2.04M as of Q2 2026.
Brown Financial Advisors bought 743 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $39.1K.
NEOS S&P 500 High Income ETF made up 0.71% of Brown Financial Advisors's portfolio in Q2 2026, its #42 holding.
Brown Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's NEOS S&P 500 High Income ETF position peaked at $10.1M in Q4 2024.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.