Cascade Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYI
GI
FWM
HCM
Cascade Wealth Advisors's SPYI Position: Q2 2026 in Review
Cascade Wealth Advisors reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 1.5% in Q2 2026, selling an estimated $275K and leaving 335,192 shares worth $18.2M. The position accounts for 7.3% of the portfolio, ranked #1.
Cascade Wealth Advisors first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.9M in Q2 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.
- Cascade Wealth Advisors held 335,192 shares of NEOS S&P 500 High Income ETF worth $18.2M as of Q2 2026.
- Cascade Wealth Advisors sold 5,227 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $275K.
- NEOS S&P 500 High Income ETF made up 7.3% of Cascade Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Cascade Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
- Cascade Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $18.9M in Q2 2025.
- 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.
Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.