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Diversify Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Diversify Wealth Management’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 		$2.23M Buy
42,720
+19,233
+82% +$997K 0.04% 346
2025
Q4 		$1.25M Buy
23,487
+678
+3% +$35.6K 0.06% 281
2025
Q3 		$1.21M Buy
22,809
+3,838
+20% +$197K 0.07% 251
2025
Q2 		$980K Buy
18,971
+2,008
+12% +$96.6K 0.06% 272
2025
Q1 		$801K Buy
16,963
+4,919
+41% +$249K 0.06% 273
2024
Q4 		$609K Buy
12,044
+588
+5% +$30.5K 0.05% 315
2024
Q3 		$586K Buy
11,456
+5,785
+102% +$291K 0.06% 289
2024
Q2 		$269K Buy
+5,671
New +$281K 0.03% 371

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Diversify Wealth Management's SPYI Position: Q1 2026 in Review

Diversify Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 82% in Q1 2026, buying an estimated $997K and bringing the position to 42,720 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #346.

Diversify Wealth Management first reported a position in SPYI in Q2 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Diversify Wealth Management held 42,720 shares of NEOS S&P 500 High Income ETF worth $2.23M as of Q1 2026.
  • Diversify Wealth Management bought 19,233 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $997K.
  • NEOS S&P 500 High Income ETF made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Diversify Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.