CMP
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Coston McIsaac & Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Coston McIsaac & Partners’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
Q3 		– Sell
-5
Closed – – 856
2025
Q2 		$0 Buy
+5
New +$240 ﹤0.01% 830

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Coston McIsaac & Partners's SPYI Position: Q3 2025 in Review

Coston McIsaac & Partners sold out of NEOS S&P 500 High Income ETF (SPYI) in Q3 2025, closing a stake of 5 shares.

Coston McIsaac & Partners first reported a position in SPYI in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 297 funds tracked by Wall St. Rank hold SPYI as of Q3 2025.

  • Coston McIsaac & Partners reported no remaining NEOS S&P 500 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 5 NEOS S&P 500 High Income ETF shares in Q3 2025.
  • Coston McIsaac & Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and held it in 1 quarter.
  • Coston McIsaac & Partners's NEOS S&P 500 High Income ETF position peaked at $0 in Q2 2025.
  • 297 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2025.

Based on Coston McIsaac & Partners's 13F filing for Q3 2025, filed 5 Nov 2025.