Creative Financial Designs’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Creative Financial Designs’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	$48.3K	Hold	910	–	–	﹤0.01%	1022
2026 Q1	$44.9K	Hold	910	–	–	﹤0.01%	934
2025 Q4	$47.8K	Hold	910	–	–	﹤0.01%	882
2025 Q3	$47.6K	Sell	910 -12	-1%	-$617	﹤0.01%	862
2025 Q2	$46.4K	Sell	922 -178	-16%	-$8.56K	﹤0.01%	886
2025 Q1	$52.7K	Hold	1,100	–	–	﹤0.01%	814
2024 Q4	$55.9K	Sell	1,100 -700	-39%	-$36.3K	﹤0.01%	757
2024 Q3	$92.2K	Buy	1,800 +1,150	+177%	+$57.9K	0.01%	614
2024 Q2	$32.6K	Hold	650	–	–	﹤0.01%	875
2024 Q1	$32.7K	Hold	650	–	–	﹤0.01%	849
2023 Q4	$31.3K	Hold	650	–	–	﹤0.01%	799
2023 Q3	$30.5K	Hold	650	–	–	﹤0.01%	752
2023 Q2	$32.3K	Hold	650	–	–	﹤0.01%	748
2023 Q1	$30.9K	Hold	650	–	–	﹤0.01%	699
2022 Q4	$29.9K	Buy	+650	New	+$30.4K	﹤0.01%	667

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

Creative Financial Designs's SPYI Position: Q2 2026 in Review

Creative Financial Designs held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 910 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Creative Financial Designs first reported a position in SPYI in Q4 2022 and has held it in 15 quarters since. The position peaked at $92.2K in Q3 2024. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Creative Financial Designs held 910 shares of NEOS S&P 500 High Income ETF worth $48.3K as of Q2 2026.
Creative Financial Designs left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1022 holding.
Creative Financial Designs first reported a position in NEOS S&P 500 High Income ETF in Q4 2022 and has held it in 15 quarters since.
Creative Financial Designs's NEOS S&P 500 High Income ETF position peaked at $92.2K in Q3 2024.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.