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

Ergawealth 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
Q3 		$453K Buy
8,529
+176
+2% +$9.4K 0.18% 32
2026
Q2 		$443K Buy
8,353
+148
+2% +$7.79K 0.17% 34
2026
Q1 		$405K Buy
8,205
+1,157
+16% +$60K 0.18% 37
2025
Q4 		$370K Buy
7,048
+148
+2% +$7.77K 0.17% 37
2025
Q3 		$361K Buy
+6,900
New +$355K 0.17% 39

Other funds holding SPYI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Ergawealth Advisors's SPYI Position: Q3 2026 in Review

Ergawealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.1% in Q3 2026, buying an estimated $9.4K and bringing the position to 8,529 shares worth $453K. The position accounts for 0.18% of the portfolio, ranked #32.

Ergawealth Advisors first reported a position in SPYI in Q3 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Ergawealth Advisors held 8,529 shares of NEOS S&P 500 High Income ETF worth $453K as of Q3 2026.
  • Ergawealth Advisors bought 176 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $9.4K.
  • NEOS S&P 500 High Income ETF made up 0.18% of Ergawealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Ergawealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.