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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Centurion Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 10% in Q2 2026, selling an estimated $1.12M and leaving 189,234 shares worth $10M. The position accounts for 2.4% of the portfolio, ranked #6.

Centurion Wealth Management first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.4M in Q1 2026. 74 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Centurion Wealth Management held 189,234 shares of NEOS S&P 500 High Income ETF worth $10M as of Q2 2026.
  • Centurion Wealth Management sold 21,280 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.12M.
  • NEOS S&P 500 High Income ETF made up 2.4% of Centurion Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Centurion Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Centurion Wealth Management's NEOS S&P 500 High Income ETF position peaked at $10.4M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.