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 Q2	$2.99M	Buy	57,203 +14,483	+34%	+$762K	0.05%	297
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 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

Diversify Wealth Management's SPYI Position: Q2 2026 in Review

Diversify Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 34% in Q2 2026, buying an estimated $762K and bringing the position to 57,203 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #297.

Diversify Wealth Management first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Diversify Wealth Management held 57,203 shares of NEOS S&P 500 High Income ETF worth $2.99M as of Q2 2026.
Diversify Wealth Management bought 14,483 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $762K.
NEOS S&P 500 High Income ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #297 holding.
Diversify Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.