Envestnet Portfolio Solutions’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Envestnet Portfolio 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 Q2	$351K	Sell	6,603 -1,411	-18%	-$74.2K	﹤0.01%	1117
2026 Q1	$396K	Buy	8,014 +2,975	+59%	+$154K	﹤0.01%	994
2025 Q4	$265K	Buy	5,039 +21	+0.4%	+$1.1K	﹤0.01%	1350
2025 Q3	$262K	Buy	+5,018	New	+$258K	﹤0.01%	1309
2025 Q2	–	Sell	-11,096	Closed	-$531K	–	1636
2025 Q1	$531K	Buy	11,096 +4,755	+75%	+$240K	﹤0.01%	1020
2024 Q4	$322K	Buy	+6,341	New	+$328K	﹤0.01%	1470

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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's SPYI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 18% in Q2 2026, selling an estimated $74.2K and leaving 6,603 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Envestnet Portfolio Solutions first reported a position in SPYI in Q4 2024 and has held it in 6 quarters since. The position peaked at $531K in Q1 2025. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Envestnet Portfolio Solutions held 6,603 shares of NEOS S&P 500 High Income ETF worth $351K as of Q2 2026.
Envestnet Portfolio Solutions sold 1,411 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $74.2K.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1117 holding.
Envestnet Portfolio Solutions first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 6 quarters since.
Envestnet Portfolio Solutions's NEOS S&P 500 High Income ETF position peaked at $531K in Q1 2025.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.