Commonwealth Equity Services
SPYI icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return