Ferguson Wellman Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Ferguson Wellman Capital Management’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	$212K	Buy	+4,000	New	+$210K	﹤0.01%	425

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Ferguson Wellman Capital Management's SPYI Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 4,000 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

149 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Ferguson Wellman Capital Management held 4,000 shares of NEOS S&P 500 High Income ETF worth $212K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #425 holding.
149 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.