EIP
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Essential Investment Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Essential Investment Partners’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 		$53.1K Hold
1,000
– – 0.04% 151
2026
Q1 		$49.4K Buy
+1,000
New +$51.8K 0.05% 148

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Essential Investment Partners's SPYI Position: Q2 2026 in Review

Essential Investment Partners held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 1,000 shares worth $53.1K. The position accounts for 0.04% of the portfolio, ranked #151.

Essential Investment Partners first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Essential Investment Partners held 1,000 shares of NEOS S&P 500 High Income ETF worth $53.1K as of Q2 2026.
  • Essential Investment Partners left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
  • NEOS S&P 500 High Income ETF made up 0.04% of Essential Investment Partners's portfolio in Q2 2026, its #151 holding.
  • Essential Investment Partners first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.