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

Creative Planning’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	$1.11M	Buy	20,912 +8,101	+63%	+$426K	﹤0.01%	2552
2026 Q1	$632K	Sell	12,811 -3,458	-21%	-$179K	﹤0.01%	2839
2025 Q4	$855K	Buy	16,269 +10,380	+176%	+$545K	﹤0.01%	2408
2025 Q3	$308K	Buy	5,889 +442	+8%	+$22.7K	﹤0.01%	3120
2025 Q2	$274K	Sell	5,447 -1,893	-26%	-$91.1K	﹤0.01%	2975
2025 Q1	$352K	Sell	7,340 -652	-8%	-$32.9K	﹤0.01%	2606
2024 Q4	$406K	Buy	7,992 +2,025	+34%	+$105K	﹤0.01%	2418
2024 Q3	$306K	Buy	+5,967	New	+$300K	﹤0.01%	2506

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 Planning's SPYI Position: Q2 2026 in Review

Creative Planning increased its NEOS S&P 500 High Income ETF (SPYI) stake by 63% in Q2 2026, buying an estimated $426K and bringing the position to 20,912 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Creative Planning first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Creative Planning held 20,912 shares of NEOS S&P 500 High Income ETF worth $1.11M as of Q2 2026.
Creative Planning bought 8,101 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $426K.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2552 holding.
Creative Planning first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.