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Cornerstone Planning Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-2
Closed -$58 – 1833
2025
Q3 		$58 Sell
2
-28
-93% -$1.44K ﹤0.01% 1671
2025
Q2 		$1.52K Buy
+30
New +$1.44K ﹤0.01% 1011

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Cornerstone Planning Group's SPYI Position: Q4 2025 in Review

Cornerstone Planning Group sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2025, closing a stake of 2 shares — an estimated $58 sold.

Cornerstone Planning Group first reported a position in SPYI in Q2 2025 and held it in 2 quarters. The position peaked at $1.52K in Q2 2025. 353 funds tracked by Wall St. Rank hold SPYI as of Q4 2025.

  • Cornerstone Planning Group reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 NEOS S&P 500 High Income ETF shares in Q4 2025, an estimated $58.
  • Cornerstone Planning Group first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's NEOS S&P 500 High Income ETF position peaked at $1.52K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.