DHJJ Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

DHJJ Financial Advisors’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 Q1	$1.83K	Hold	37	–	–	﹤0.01%	751
2025 Q4	$1.94K	Hold	37	–	–	﹤0.01%	713
2025 Q3	$1.94K	Hold	37	–	–	﹤0.01%	689
2025 Q2	$1.86K	Hold	37	–	–	﹤0.01%	684
2025 Q1	$1.77K	Hold	37	–	–	﹤0.01%	644
2024 Q4	$1.88K	Hold	37	–	–	﹤0.01%	612
2024 Q3	$1.9K	Buy	37 +10	+37%	+$503	﹤0.01%	596
2024 Q2	$1.35K	Buy	27 +5	+23%	+$248	﹤0.01%	575
2024 Q1	$1.11K	Hold	22	–	–	﹤0.01%	580
2023 Q4	$1.06K	Buy	22 +8	+57%	+$379	﹤0.01%	571
2023 Q3	$658	Buy	+14	New	+$688	﹤0.01%	598

Other funds holding SPYI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $857M AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return