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 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 $544M AUM 18.82% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

BIG

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clearstead Advisors's HYBI Position: Q1 2026 in Review

Clearstead Advisors increased its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 2.8% in Q1 2026, buying an estimated $1.17M and bringing the position to 869,196 shares worth $43M. The position accounts for 0.39% of the portfolio, ranked #55.

Clearstead Advisors first reported a position in HYBI in Q3 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold HYBI as of Q1 2026.

Clearstead Advisors held 869,196 shares of NEOS Enhanced Income Credit Select ETF worth $43M as of Q1 2026.
Clearstead Advisors bought 23,416 NEOS Enhanced Income Credit Select ETF shares in Q1 2026, an estimated $1.17M.
NEOS Enhanced Income Credit Select ETF made up 0.39% of Clearstead Advisors's portfolio in Q1 2026, its #55 holding.
Clearstead Advisors first reported a position in NEOS Enhanced Income Credit Select ETF in Q3 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.