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 Q2	$1.97K	Hold	37	–	–	﹤0.01%	749
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 $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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

DHJJ Financial Advisors's SPYI Position: Q2 2026 in Review

DHJJ Financial Advisors held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 37 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

DHJJ Financial Advisors first reported a position in SPYI in Q3 2023 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

DHJJ Financial Advisors held 37 shares of NEOS S&P 500 High Income ETF worth $1.97K as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #749 holding.
DHJJ Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and has held it in 12 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.