DWM
Diversify Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
18,971
+2,008
| +12% | +$104K | 0.06% | 272 |
|
|
2025
Q1 | $801K | Buy |
16,963
+4,919
| +41% | +$232K | 0.06% | 273 |
|
|
2024
Q4 | $609K | Buy |
12,044
+588
| +5% | +$29.7K | 0.05% | 315 |
|
|
2024
Q3 | $586K | Buy |
11,456
+5,785
| +102% | +$296K | 0.06% | 289 |
|
|
2024
Q2 | $269K | Buy |
+5,671
| New | +$269K | 0.03% | 371 |
|