Discipline Wealth Solutions
SPYI icon

Discipline Wealth Solutions’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Discipline Wealth Solutions’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
Q3 		$956K Buy
17,978
+1,519
+9% +$81.1K 0.08% 83
2026
Q2 		$874K Buy
16,459
+3,307
+25% +$174K 0.08% 89
2026
Q1 		$649K Sell
13,152
-7,813
-37% -$405K 0.07% 97
2025
Q4 		$1.1M Buy
20,965
+3,319
+19% +$174K 0.2% 63
2025
Q3 		$923K Buy
+17,646
New +$907K 0.24% 63

Other funds holding SPYI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Discipline Wealth Solutions's SPYI Position: Q3 2026 in Review

Discipline Wealth Solutions increased its NEOS S&P 500 High Income ETF (SPYI) stake by 9.2% in Q3 2026, buying an estimated $81.1K and bringing the position to 17,978 shares worth $956K. The position accounts for 0.08% of the portfolio, ranked #83.

Discipline Wealth Solutions first reported a position in SPYI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 137 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Discipline Wealth Solutions held 17,978 shares of NEOS S&P 500 High Income ETF worth $956K as of Q3 2026.
  • Discipline Wealth Solutions bought 1,519 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $81.1K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #83 holding.
  • Discipline Wealth Solutions first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's NEOS S&P 500 High Income ETF position peaked at $1.1M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.