Core Wealth Advisors (Florida)’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Core Wealth Advisors (Florida)’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	$520K	Buy	9,793 +1,739	+22%	+$91.5K	0.1%	82
2026 Q1	$398K	Buy	+8,054	New	+$417K	0.09%	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

Core Wealth Advisors (Florida)'s SPYI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its NEOS S&P 500 High Income ETF (SPYI) stake by 22% in Q2 2026, buying an estimated $91.5K and bringing the position to 9,793 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #82.

Core Wealth Advisors (Florida) first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Core Wealth Advisors (Florida) held 9,793 shares of NEOS S&P 500 High Income ETF worth $520K as of Q2 2026.
Core Wealth Advisors (Florida) bought 1,739 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $91.5K.
NEOS S&P 500 High Income ETF made up 0.1% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #82 holding.
Core Wealth Advisors (Florida) first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.