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Carolinas Wealth Consulting’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-4,790
Closed -$229K – 817
2025
Q1 		$229K Sell
4,790
-1
-0% -$51 0.05% 168
2024
Q4 		$243K Hold
4,791
– – 0.05% 169
2024
Q3 		$245K Hold
4,791
– – 0.04% 167
2024
Q2 		$240K Buy
+4,791
New +$238K 0.05% 163

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Carolinas Wealth Consulting's SPYI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2025, closing a stake of 4,790 shares — an estimated $229K sold.

Carolinas Wealth Consulting first reported a position in SPYI in Q2 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2024. 235 funds tracked by Wall St. Rank hold SPYI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,790 NEOS S&P 500 High Income ETF shares in Q2 2025, an estimated $229K.
  • Carolinas Wealth Consulting first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's NEOS S&P 500 High Income ETF position peaked at $245K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.