Cooper/Haims Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cooper/Haims 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	$307K	Buy	+5,777	New	+$304K	0.13%	77

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

Cooper/Haims Advisors's SPYI Position: Q2 2026 in Review

Cooper/Haims Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 5,777 shares worth $307K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings.

446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Cooper/Haims Advisors held 5,777 shares of NEOS S&P 500 High Income ETF worth $307K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Cooper/Haims Advisors position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #77 holding.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.