Cascade Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cascade Wealth 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
2025 Q2	$18.9M	Buy
2025 Q1	$12.3M	Buy
2024 Q4	$7.59M	Buy
2024 Q3	$6.27M	Sell
2024 Q2	$6.06M	Buy
2024 Q1	$3.34M	Buy