CCG Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

CCG Wealth Management’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	$1.61M	Buy	30,370 +10,059	+50%	+$529K	0.37%	41
2026 Q1	$1M	Buy	20,311 +5,509	+37%	+$285K	0.27%	57
2025 Q4	$778K	Buy	+14,802	New	+$777K	0.33%	49

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

CCG Wealth Management's SPYI Position: Q2 2026 in Review

CCG Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 50% in Q2 2026, buying an estimated $529K and bringing the position to 30,370 shares worth $1.61M. The position accounts for 0.37% of the portfolio, ranked #41.

CCG Wealth Management first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

CCG Wealth Management held 30,370 shares of NEOS S&P 500 High Income ETF worth $1.61M as of Q2 2026.
CCG Wealth Management bought 10,059 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $529K.
NEOS S&P 500 High Income ETF made up 0.37% of CCG Wealth Management's portfolio in Q2 2026, its #41 holding.
CCG Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.