Certior Financial Group
SPYI icon

Certior Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Certior Financial Group’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 		$1.09M Hold
20,450
– – 0.59% 37
2026
Q2 		$1.09M Buy
20,450
+13,200
+182% +$694K 0.59% 36
2026
Q1 		$358K Buy
+7,250
New +$376K 0.23% 89

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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
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Certior Financial Group's SPYI Position: Q3 2026 in Review

Certior Financial Group held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 20,450 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #37.

Certior Financial Group first reported a position in SPYI in Q1 2026 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Certior Financial Group held 20,450 shares of NEOS S&P 500 High Income ETF worth $1.09M as of Q3 2026.
  • Certior Financial Group left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.59% of Certior Financial Group's portfolio in Q3 2026, its #37 holding.
  • Certior Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.