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

Camarda 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	$759K	Buy	14,292 +879	+7%	+$46.2K	0.23%	83
2026 Q1	$662K	Sell	13,413 -29	-0.2%	-$1.5K	0.35%	80
2025 Q4	$706K	Sell	13,442 -459	-3%	-$24.1K	0.27%	82
2025 Q3	$727K	Sell	13,901 -98	-0.7%	-$5.04K	0.27%	85
2025 Q2	$704K	Buy	13,999 +833	+6%	+$40.1K	0.28%	79
2025 Q1	$631K	Sell	13,166 -1,456	-10%	-$73.6K	0.28%	68
2024 Q4	$743K	Buy	14,622 +730	+5%	+$37.8K	0.28%	68
2024 Q3	$712K	Sell	13,892 -67,478	-83%	-$3.4M	0.27%	65
2024 Q2	$4.08M	Sell	81,370 -857	-1%	-$42.5K	1.6%	15
2024 Q1	$4.14M	Buy	82,227 +21,757	+36%	+$1.07M	1.67%	17
2023 Q4	$2.91M	Buy	60,470 +1,318	+2%	+$62.4K	1.26%	20
2023 Q3	$2.78M	Buy	+59,152	New	+$2.91M	1.79%	14

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

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

Camarda Financial Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 6.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 14,292 shares worth $759K. The position accounts for 0.23% of the portfolio, ranked #83.

Camarda Financial Advisors first reported a position in SPYI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q1 2024. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Camarda Financial Advisors held 14,292 shares of NEOS S&P 500 High Income ETF worth $759K as of Q2 2026.
Camarda Financial Advisors bought 879 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $46.2K.
NEOS S&P 500 High Income ETF made up 0.23% of Camarda Financial Advisors's portfolio in Q2 2026, its #83 holding.
Camarda Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and has held it in 12 quarters since.
Camarda Financial Advisors's NEOS S&P 500 High Income ETF position peaked at $4.14M in Q1 2024.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.