Cornerstone Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cornerstone Wealth Management’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 Q3	$607K	Buy	11,420 +71	+0.6%	+$3.79K	0.03%	440
2026 Q2	$603K	Buy	11,349 +490	+5%	+$25.8K	0.03%	444
2026 Q1	$536K	Buy	10,859 +266	+3%	+$13.8K	0.03%	435
2025 Q4	$556K	Sell	10,593 -338	-3%	-$17.7K	0.03%	403
2025 Q3	$572K	Buy	10,931 +305	+3%	+$15.7K	0.03%	386
2025 Q2	$535K	Buy	+10,626	New	+$511K	0.03%	383

Other funds holding SPYI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LJCM

Lee Johnson Capital Management Fort Worth, Texas $309M AUM 50.33% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Wealth Management's SPYI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 0.63% in Q3 2026, buying an estimated $3.79K and bringing the position to 11,420 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #440.

Cornerstone Wealth Management first reported a position in SPYI in Q2 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Cornerstone Wealth Management held 11,420 shares of NEOS S&P 500 High Income ETF worth $607K as of Q3 2026.
Cornerstone Wealth Management bought 71 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $3.79K.
NEOS S&P 500 High Income ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #440 holding.
Cornerstone Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.