Concurrent Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Concurrent Investment Advisors’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	$1.51M	Buy	28,385 +4,200	+17%	+$221K	0.01%	816
2026 Q1	$1.19M	Buy	24,185 +5,162	+27%	+$267K	0.01%	818
2025 Q4	$999K	Buy	19,023 +1,536	+9%	+$80.6K	0.01%	832
2025 Q3	$915K	Buy	17,487 +8,181	+88%	+$421K	0.02%	679
2025 Q2	$468K	Buy	+9,306	New	+$448K	0.01%	873

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

Concurrent Investment Advisors's SPYI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 17% in Q2 2026, buying an estimated $221K and bringing the position to 28,385 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #816.

Concurrent Investment Advisors first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Concurrent Investment Advisors held 28,385 shares of NEOS S&P 500 High Income ETF worth $1.51M as of Q2 2026.
Concurrent Investment Advisors bought 4,200 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $221K.
NEOS S&P 500 High Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #816 holding.
Concurrent Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.