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EP Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

EP Wealth Advisors’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 		$1.43M Buy
+26,848
New +$1.41M 0.01% 663
2025
Q1 		– Sell
-3,095
Closed -$157K – 1365
2024
Q4 		$157K Buy
+3,095
New +$160K ﹤0.01% 1138

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's SPYI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 26,848 shares worth $1.43M. The stake represents 0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SPYI as recently as Q4 2024.

EP Wealth Advisors first reported a position in SPYI in Q4 2024 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • EP Wealth Advisors held 26,848 shares of NEOS S&P 500 High Income ETF worth $1.43M as of Q2 2026.
  • NEOS S&P 500 High Income ETF was a new EP Wealth Advisors position in Q2 2026.
  • NEOS S&P 500 High Income ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #663 holding.
  • EP Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.