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Capital Investment Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Capital Investment Advisory Services’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 		$13.1M Buy
246,423
+16,780
+7% +$883K 0.81% 17
2026
Q1 		$11.3M Buy
229,643
+75,116
+49% +$3.89M 0.83% 18
2025
Q4 		$8.12M Buy
154,527
+54,021
+54% +$2.84M 0.57% 39
2025
Q3 		$5.26M Buy
100,506
+28,681
+40% +$1.47M 0.42% 59
2025
Q2 		$3.61M Buy
71,825
+27,976
+64% +$1.35M 0.3% 81
2025
Q1 		$2.1M Buy
43,849
+29,969
+216% +$1.51M 0.19% 123
2024
Q4 		$705K Buy
13,880
+9,830
+243% +$509K 0.07% 234
2024
Q3 		$207K Buy
4,050
+1,880
+87% +$94.6K 0.02% 493
2024
Q2 		$109K Buy
2,170
+600
+38% +$29.8K 0.01% 560
2024
Q1 		$79.1K Buy
1,570
+730
+87% +$36K 0.01% 596
2023
Q4 		$40.5K Buy
+840
New +$39.8K ﹤0.01% 696

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

Capital Investment Advisory Services's SPYI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 7.3% in Q2 2026, buying an estimated $883K and bringing the position to 246,423 shares worth $13.1M. The position accounts for 0.81% of the portfolio, ranked #17.

Capital Investment Advisory Services first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Capital Investment Advisory Services held 246,423 shares of NEOS S&P 500 High Income ETF worth $13.1M as of Q2 2026.
  • Capital Investment Advisory Services bought 16,780 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $883K.
  • NEOS S&P 500 High Income ETF made up 0.81% of Capital Investment Advisory Services's portfolio in Q2 2026, its #17 holding.
  • Capital Investment Advisory Services first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.