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 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 $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

Cornerstone Wealth Management's SPYI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 11,349 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #444.

Cornerstone Wealth Management first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Cornerstone Wealth Management held 11,349 shares of NEOS S&P 500 High Income ETF worth $603K as of Q2 2026.
Cornerstone Wealth Management bought 490 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $25.8K.
NEOS S&P 500 High Income ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #444 holding.
Cornerstone Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.