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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
5,447
-1,893
-26% -$95.3K ﹤0.01% 2966
2025
Q1
$352K Sell
7,340
-652
-8% -$31.2K ﹤0.01% 2599
2024
Q4
$406K Buy
7,992
+2,025
+34% +$103K ﹤0.01% 2411
2024
Q3
$306K Buy
+5,967
New +$306K ﹤0.01% 2506