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

Centurion 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
Q3 		$10.3M Buy
193,155
+3,921
+2% +$209K 2.47% 7
2026
Q2 		$10M Sell
189,234
-21,280
-10% -$1.12M 2.4% 6
2026
Q1 		$10.4M Buy
+210,514
New +$10.9M 2.34% 5

Other funds holding SPYI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Centurion Wealth Management's SPYI Position: Q3 2026 in Review

Centurion Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.1% in Q3 2026, buying an estimated $209K and bringing the position to 193,155 shares worth $10.3M. The position accounts for 2.47% of the portfolio, ranked #7.

Centurion Wealth Management first reported a position in SPYI in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.4M in Q1 2026. 101 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Centurion Wealth Management held 193,155 shares of NEOS S&P 500 High Income ETF worth $10.3M as of Q3 2026.
  • Centurion Wealth Management bought 3,921 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $209K.
  • NEOS S&P 500 High Income ETF made up 2.47% of Centurion Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Centurion Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Centurion Wealth Management's NEOS S&P 500 High Income ETF position peaked at $10.4M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.