Clearstead Advisors’s NEOS Enhanced Income Credit Select ETF HYBI Stock Holding History

Clearstead Advisors’s Portfolio HYBI Stock Details HYBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.1M	Sell	834,478 -34,718	-4%	-$1.72M	0.39%	60
2026 Q1	$43M	Buy	869,196 +23,416	+3%	+$1.17M	0.39%	55
2025 Q4	$42.6M	Buy	845,780 +52,780	+7%	+$2.66M	0.54%	42
2025 Q3	$40.2M	Buy	793,000 +48,993	+7%	+$2.48M	0.53%	42
2025 Q2	$37.5M	Sell	744,007 -36,950	-5%	-$1.84M	0.53%	43
2025 Q1	$39M	Buy	780,957 +66,161	+9%	+$3.38M	0.6%	37
2024 Q4	$36.6M	Buy	714,796 +36,451	+5%	+$1.89M	0.56%	39
2024 Q3	$35.7M	Buy	+678,345	New	+$35.7M	0.55%	40

Other funds holding HYBI

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clearstead Advisors's HYBI Position: Q2 2026 in Review

Clearstead Advisors reduced its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 4% in Q2 2026, selling an estimated $1.72M and leaving 834,478 shares worth $41.1M. The position accounts for 0.39% of the portfolio, ranked #60.

Clearstead Advisors first reported a position in HYBI in Q3 2024 and has held it in 8 quarters since. The position peaked at $43M in Q1 2026. 27 funds tracked by Wall St. Rank hold HYBI as of Q2 2026.

Clearstead Advisors held 834,478 shares of NEOS Enhanced Income Credit Select ETF worth $41.1M as of Q2 2026.
Clearstead Advisors sold 34,718 NEOS Enhanced Income Credit Select ETF shares in Q2 2026, an estimated $1.72M.
NEOS Enhanced Income Credit Select ETF made up 0.39% of Clearstead Advisors's portfolio in Q2 2026, its #60 holding.
Clearstead Advisors first reported a position in NEOS Enhanced Income Credit Select ETF in Q3 2024 and has held it in 8 quarters since.
Clearstead Advisors's NEOS Enhanced Income Credit Select ETF position peaked at $43M in Q1 2026.
27 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.