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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
2025
Q1 		– Sell
-3,095
Closed -$157K – 1365
2024
Q4 		$157K Buy
+3,095
New +$160K ﹤0.01% 1138

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

EP Wealth Advisors's SPYI Position: Q1 2025 in Review

EP Wealth Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2025, closing a stake of 3,095 shares — an estimated $157K sold.

EP Wealth Advisors first reported a position in SPYI in Q4 2024 and held it in 1 quarter. The position peaked at $157K in Q4 2024. 193 funds tracked by Wall St. Rank hold SPYI as of Q1 2025.

  • EP Wealth Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,095 NEOS S&P 500 High Income ETF shares in Q1 2025, an estimated $157K.
  • EP Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $157K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.