Commonwealth Equity Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Commonwealth Equity Services’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	$5.34M	Buy	100,642 +47,177	+88%	+$2.48M	0.01%	1343
2026 Q1	$2.64M	Sell	53,465 -154,574	-74%	-$8.01M	﹤0.01%	1782
2025 Q4	$10.9M	Buy	208,039 +144,982	+230%	+$7.61M	0.01%	853
2025 Q3	$3.3M	Sell	63,057 -21,543	-25%	-$1.11M	﹤0.01%	1641
2025 Q2	$4.26M	Sell	84,600 -5,151	-6%	-$248K	0.01%	1445
2025 Q1	$4.3M	Buy	89,751 +23,030	+35%	+$1.16M	0.01%	1376
2024 Q4	$3.39M	Buy	66,721 +16,229	+32%	+$841K	0.01%	1496
2024 Q3	$2.59M	Buy	50,492 +15,806	+46%	+$795K	﹤0.01%	1636
2024 Q2	$1.74M	Buy	34,686 +24,834	+252%	+$1.23M	﹤0.01%	1883
2024 Q1	$496K	Buy	9,852 +3,751	+61%	+$185K	﹤0.01%	2826
2023 Q4	$294K	Buy	+6,101	New	+$289K	﹤0.01%	3200

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's SPYI Position: Q2 2026 in Review

Commonwealth Equity Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 88% in Q2 2026, buying an estimated $2.48M and bringing the position to 100,642 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #1343.

Commonwealth Equity Services first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q4 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Commonwealth Equity Services held 100,642 shares of NEOS S&P 500 High Income ETF worth $5.34M as of Q2 2026.
Commonwealth Equity Services bought 47,177 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.48M.
NEOS S&P 500 High Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1343 holding.
Commonwealth Equity Services first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's NEOS S&P 500 High Income ETF position peaked at $10.9M in Q4 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.